CPIG
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Chicago Partners Investment Group’s Caterpillar CAT Stock Holding History

Chicago Partners Investment Group’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 		$3.79M Buy
4,237
+784
+23% +$689K 0.08% 234
2026
Q1 		$2.79M Buy
3,453
+8
+0.2% +$5.54K 0.06% 258
2025
Q4 		$2.16M Buy
3,445
+394
+13% +$219K 0.05% 277
2025
Q3 		$1.6M Buy
3,051
+473
+18% +$202K 0.04% 318
2025
Q2 		$1.1M Buy
2,578
+81
+3% +$27K 0.03% 371
2025
Q1 		$800K Buy
2,497
+108
+5% +$38.5K 0.03% 408
2024
Q4 		$863K Buy
2,389
+276
+13% +$107K 0.03% 375
2024
Q3 		$815K Sell
2,113
-82
-4% -$28.3K 0.03% 374
2024
Q2 		$750K Buy
2,195
+237
+12% +$82.2K 0.03% 378
2024
Q1 		$711K Buy
1,958
+89
+5% +$28.4K 0.03% 378
2023
Q4 		$543K Sell
1,869
-224
-11% -$58.1K 0.03% 407
2023
Q3 		$518K Buy
2,093
+122
+6% +$33.1K 0.03% 394
2023
Q2 		$567K Sell
1,971
-136
-6% -$30.3K 0.03% 388
2023
Q1 		$471K Buy
2,107
+258
+14% +$62.4K 0.03% 393
2022
Q4 		$462K Buy
1,849
+12
+0.7% +$2.61K 0.03% 394
2022
Q3 		$420K Buy
1,837
+371
+25% +$67.8K 0.03% 369
2022
Q2 		$291K Buy
1,466
+132
+10% +$27.8K 0.02% 446
2022
Q1 		$277K Sell
1,334
-9
-0.7% -$1.89K 0.02% 428
2021
Q4 		$268K Sell
1,343
-143
-10% -$28.8K 0.02% 455
2021
Q3 		$310K Buy
1,486
+253
+21% +$52.7K 0.02% 435
2021
Q2 		$260K Sell
1,233
-258
-17% -$59.6K 0.02% 454
2021
Q1 		$344K Buy
1,491
+290
+24% +$60K 0.03% 371
2020
Q4 		$231K Buy
+1,201
New +$204K 0.02% 409
2020
Q3 		– Sell
-1,681
Closed -$235K – 416
2020
Q2 		$235K Buy
+1,681
New +$199K 0.03% 334
2020
Q1 		– Sell
-1,421
Closed -$210K – 360
2019
Q4 		$210K Buy
+1,421
New +$198K 0.03% 340
2018
Q4 		– Sell
-1,764
Closed -$201K – 422
2018
Q3 		$201K Buy
1,764
+328
+23% +$46.4K 0.03% 302
2018
Q2 		$195K Buy
1,436
+1
+0.1% +$149 0.03% 282
2018
Q1 		$211K Buy
1,435
+74
+5% +$11.7K 0.04% 244
2017
Q4 		$214K Buy
1,361
+2
+0.1% +$277 0.04% 248
2017
Q3 		$170K Buy
1,359
+207
+18% +$23.8K 0.03% 275
2017
Q2 		$118K Buy
1,152
+496
+76% +$50.4K 0.03% 261
2017
Q1 		$61K Buy
656
+101
+18% +$9.56K 0.02% 297
2016
Q4 		$51K Buy
555
+1
+0.2% +$91 0.02% 298
2016
Q3 		$49K Buy
554
+1
+0.2% +$82 0.02% 300
2016
Q2 		$42K Buy
553
+2
+0.4% +$150 0.02% 264
2016
Q1 		$42K Buy
551
+1
+0.2% +$67 0.02% 248
2015
Q4 		$37K Buy
550
+1
+0.2% +$70 0.02% 301
2015
Q3 		$36K Buy
549
+109
+25% +$8.34K 0.02% 250
2015
Q2 		$37K Buy
440
+55
+14% +$4.73K 0.02% 254
2015
Q1 		$35K Sell
385
-55
-13% -$4.57K 0.02% 250
2014
Q4 		$40K Buy
+440
New +$42.8K 0.02% 242

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chicago Partners Investment Group's CAT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Caterpillar (CAT) stake by 23% in Q2 2026, buying an estimated $689K and bringing the position to 4,237 shares worth $3.79M. The position accounts for 0.08% of the portfolio, ranked #234.

Chicago Partners Investment Group first reported a position in CAT in Q4 2014 and has held it in 41 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Chicago Partners Investment Group held 4,237 shares of Caterpillar worth $3.79M as of Q2 2026.
  • Chicago Partners Investment Group bought 784 Caterpillar shares in Q2 2026, an estimated $689K.
  • Caterpillar made up 0.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #234 holding.
  • Chicago Partners Investment Group first reported a position in Caterpillar in Q4 2014 and has held it in 41 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.