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Chilton Investment Company’s Caterpillar CAT Stock Holding History

Chilton Investment Company’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 		$1.92M Buy
1,802
+587
+48% +$516K 0.05% 137
2026
Q1 		$861K Sell
1,215
-9,844
-89% -$6.82M 0.02% 168
2025
Q4 		$6.34M Hold
11,059
– – 0.13% 64
2025
Q3 		$5.28M Buy
11,059
+10,000
+944% +$4.27M 0.11% 70
2025
Q2 		$411K Buy
+1,059
New +$353K 0.01% 165
2024
Q4 		– Sell
-513
Closed -$201K – 192
2024
Q3 		$201K Buy
+513
New +$177K 0.01% 191

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Chilton Investment Company's CAT Position: Q2 2026 in Review

Chilton Investment Company increased its Caterpillar (CAT) stake by 48% in Q2 2026, buying an estimated $516K and bringing the position to 1,802 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #137.

Chilton Investment Company first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.34M in Q4 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Chilton Investment Company held 1,802 shares of Caterpillar worth $1.92M as of Q2 2026.
  • Chilton Investment Company bought 587 Caterpillar shares in Q2 2026, an estimated $516K.
  • Caterpillar made up 0.05% of Chilton Investment Company's portfolio in Q2 2026, its #137 holding.
  • Chilton Investment Company first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • Chilton Investment Company's Caterpillar position peaked at $6.34M in Q4 2025.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.