Chicago Capital’s Caterpillar CAT Stock Holding History

Chicago Capital’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 Q2	$10.7M	Buy	10,003 +2,110	+27%	+$1.85M	0.26%	58
2026 Q1	$5.59M	Buy	7,893 +120	+2%	+$83.1K	0.15%	78
2025 Q4	$4.45M	Buy	7,773 +499	+7%	+$277K	0.11%	91
2025 Q3	$3.47M	Buy	7,274 +1,315	+22%	+$561K	0.09%	105
2025 Q2	$2.31M	Sell	5,959 -9,975	-63%	-$3.32M	0.06%	128
2025 Q1	$5.26M	Buy	15,934 +795	+5%	+$283K	0.15%	84
2024 Q4	$5.49M	Buy	15,139 +383	+3%	+$149K	0.15%	82
2024 Q3	$5.77M	Sell	14,756 -26	-0.2%	-$8.98K	0.16%	77
2024 Q2	$4.92M	Buy	14,782 +515	+4%	+$179K	0.15%	82
2024 Q1	$5.23M	Buy	14,267 +500	+4%	+$160K	0.16%	75
2023 Q4	$4.07M	Buy	13,767 +9,732	+241%	+$2.52M	0.15%	85
2023 Q3	$1.1M	Hold	4,035	–	–	0.05%	98
2023 Q2	$993K	Sell	4,035 -100	-2%	-$22.3K	0.04%	102
2023 Q1	$946K	Hold	4,135	–	–	0.05%	106
2022 Q4	$991K	Hold	4,135	–	–	0.05%	106
2022 Q3	$678K	Hold	4,135	–	–	0.04%	137
2022 Q2	$739K	Hold	4,135	–	–	0.04%	131
2022 Q1	$921K	Hold	4,135	–	–	0.04%	125
2021 Q4	$855K	Hold	4,135	–	–	0.03%	137
2021 Q3	$794K	Hold	4,135	–	–	0.03%	142
2021 Q2	$900K	Hold	4,135	–	–	0.04%	122
2021 Q1	$959K	Hold	4,135	–	–	0.04%	112
2020 Q4	$753K	Sell	4,135 -10	-0.2%	-$1.7K	0.03%	128
2020 Q3	$618K	Hold	4,145	–	–	0.03%	139
2020 Q2	$524K	Hold	4,145	–	–	0.03%	150
2020 Q1	$481K	Sell	4,145 -365	-8%	-$46.6K	0.04%	134
2019 Q4	$666K	Hold	4,510	–	–	0.04%	141
2019 Q3	$570K	Hold	4,510	–	–	0.04%	144
2019 Q2	$615K	Buy	4,510 +2,000	+80%	+$264K	0.04%	143
2019 Q1	$340K	Hold	2,510	–	–	0.02%	172
2018 Q4	$319K	Hold	2,510	–	–	0.03%	168
2018 Q3	$383K	Hold	2,510	–	–	0.03%	166
2018 Q2	$341K	Buy	2,510 +200	+9%	+$29.9K	0.03%	182
2018 Q1	$340K	Buy	+2,310	New	+$365K	0.05%	130

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chicago Capital's CAT Position: Q2 2026 in Review

Chicago Capital increased its Caterpillar (CAT) stake by 27% in Q2 2026, buying an estimated $1.85M and bringing the position to 10,003 shares worth $10.7M. The position accounts for 0.26% of the portfolio, ranked #58.

Chicago Capital first reported a position in CAT in Q1 2018 and has held it in 34 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Chicago Capital held 10,003 shares of Caterpillar worth $10.7M as of Q2 2026.
Chicago Capital bought 2,110 Caterpillar shares in Q2 2026, an estimated $1.85M.
Caterpillar made up 0.26% of Chicago Capital's portfolio in Q2 2026, its #58 holding.
Chicago Capital first reported a position in Caterpillar in Q1 2018 and has held it in 34 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.