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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chilton Investment Company's CAT Position: Q1 2026 in Review

Chilton Investment Company reduced its Caterpillar (CAT) stake by 89% in Q1 2026, selling an estimated $6.82M and leaving 1,215 shares worth $861K. The position accounts for 0.02% of the portfolio, ranked #168.

Chilton Investment Company first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.34M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Chilton Investment Company held 1,215 shares of Caterpillar worth $861K as of Q1 2026.
  • Chilton Investment Company sold 9,844 Caterpillar shares in Q1 2026, an estimated $6.82M.
  • Caterpillar made up 0.02% of Chilton Investment Company's portfolio in Q1 2026, its #168 holding.
  • Chilton Investment Company first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • Chilton Investment Company's Caterpillar position peaked at $6.34M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.