Chevy Chase Trust’s Caterpillar CAT Stock Holding History

Chevy Chase Trust’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$165M	Sell	233,073 -9,452	-4%	-$6.55M	0.48%	29
2025 Q4	$139M	Sell	242,525 -1,819	-0.7%	-$1.01M	0.38%	46
2025 Q3	$117M	Sell	244,344 -9,280	-4%	-$3.96M	0.32%	56
2025 Q2	$98.5M	Sell	253,624 -2,866	-1%	-$955K	0.29%	71
2025 Q1	$84.6M	Sell	256,490 -3,417	-1%	-$1.22M	0.27%	73
2024 Q4	$94.3M	Sell	259,907 -6,628	-2%	-$2.57M	0.29%	60
2024 Q3	$104M	Sell	266,535 -7,249	-3%	-$2.5M	0.32%	60
2024 Q2	$91.2M	Sell	273,784 -14,890	-5%	-$5.16M	0.29%	67
2024 Q1	$106M	Sell	288,674 -3,079	-1%	-$984K	0.35%	58
2023 Q4	$86.3M	Sell	291,753 -1,632	-0.6%	-$423K	0.31%	68
2023 Q3	$80.1M	Sell	293,385 -10,876	-4%	-$2.95M	0.32%	70
2023 Q2	$74.9M	Sell	304,261 -5,538	-2%	-$1.23M	0.28%	78
2023 Q1	$70.9M	Buy	309,799 +3,103	+1%	+$750K	0.28%	85
2022 Q4	$73.5M	Sell	306,696 -25,259	-8%	-$5.5M	0.31%	78
2022 Q3	$54.5M	Buy	331,955 +2,941	+0.9%	+$537K	0.23%	98
2022 Q2	$58.8M	Sell	329,014 -3,146	-0.9%	-$663K	0.24%	90
2022 Q1	$74M	Buy	332,160 +584	+0.2%	+$122K	0.26%	92
2021 Q4	$68.6M	Sell	331,576 -11,509	-3%	-$2.32M	0.22%	100
2021 Q3	$65.9M	Sell	343,085 -13,006	-4%	-$2.71M	0.23%	103
2021 Q2	$77.5M	Sell	356,091 -17,122	-5%	-$3.95M	0.26%	94
2021 Q1	$86.5M	Sell	373,213 -25,667	-6%	-$5.31M	0.31%	80
2020 Q4	$72.6M	Sell	398,880 -9,808	-2%	-$1.66M	0.26%	90
2020 Q3	$61M	Sell	408,688 -34,274	-8%	-$4.81M	0.24%	95
2020 Q2	$56M	Sell	442,962 -34,678	-7%	-$4.11M	0.23%	100
2020 Q1	$55.4M	Buy	477,640 +6,933	+1%	+$886K	0.26%	90
2019 Q4	$69.5M	Sell	470,707 -8,496	-2%	-$1.19M	0.26%	90
2019 Q3	$60.5M	Sell	479,203 -8,449	-2%	-$1.07M	0.25%	93
2019 Q2	$66.5M	Sell	487,652 -4,257	-0.9%	-$563K	0.28%	87
2019 Q1	$68.5M	Sell	491,909 -5,677	-1%	-$754K	0.28%	84
2018 Q4	$63.2M	Sell	497,586 -2,807	-0.6%	-$365K	0.31%	80
2018 Q3	$76.3M	Sell	500,393 -15,262	-3%	-$2.16M	0.32%	79
2018 Q2	$70M	Sell	515,655 -420	-0.1%	-$62.8K	0.3%	79
2018 Q1	$76.1M	Sell	516,075 -8,989	-2%	-$1.42M	0.34%	73
2017 Q4	$82.7M	Buy	525,064 +2,930	+0.6%	+$406K	0.36%	65
2017 Q3	$65.1M	Buy	522,134 +7,961	+2%	+$917K	0.3%	84
2017 Q2	$55.3M	Buy	514,173 +1,451	+0.3%	+$147K	0.26%	95
2017 Q1	$47.6M	Buy	512,722 +16,667	+3%	+$1.58M	0.23%	104
2016 Q4	$46M	Buy	496,055 +1,997	+0.4%	+$181K	0.24%	101
2016 Q3	$43.9M	Sell	494,058 -11,622	-2%	-$951K	0.24%	102
2016 Q2	$38.3M	Buy	505,680 +6,808	+1%	+$510K	0.21%	117
2016 Q1	$38.2M	Buy	498,872 +12,530	+3%	+$840K	0.22%	115
2015 Q4	$33.1M	Sell	486,342 -13,516	-3%	-$945K	0.19%	126
2015 Q3	$32.7M	Buy	499,858 +15,497	+3%	+$1.19M	0.2%	121
2015 Q2	$41.1M	Buy	484,361 +3,573	+0.7%	+$307K	0.25%	101
2015 Q1	$38.5M	Buy	480,788 +17,295	+4%	+$1.44M	0.23%	112
2014 Q4	$42.4M	Sell	463,493 -21,032	-4%	-$2.05M	0.27%	100
2014 Q3	$48M	Buy	484,525 +31,546	+7%	+$3.34M	0.31%	78
2014 Q2	$49.2M	Sell	452,979 -17,695	-4%	-$1.86M	0.34%	70
2014 Q1	$46.8M	Buy	470,674 +985	+0.2%	+$92.9K	0.34%	70
2013 Q4	$42.7M	Buy	469,689 +8,502	+2%	+$726K	0.31%	77
2013 Q3	$38.5M	Sell	461,187 -4,647	-1%	-$393K	0.31%	74
2013 Q2	$38.4M	Buy	+465,834	New	+$39.6M	0.34%	66

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chevy Chase Trust's CAT Position: Q1 2026 in Review

Chevy Chase Trust reduced its Caterpillar (CAT) stake by 3.9% in Q1 2026, selling an estimated $6.55M and leaving 233,073 shares worth $165M. The position accounts for 0.48% of the portfolio, ranked #29.

Chevy Chase Trust first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Chevy Chase Trust held 233,073 shares of Caterpillar worth $165M as of Q1 2026.
Chevy Chase Trust sold 9,452 Caterpillar shares in Q1 2026, an estimated $6.55M.
Caterpillar made up 0.48% of Chevy Chase Trust's portfolio in Q1 2026, its #29 holding.
Chevy Chase Trust first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.