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Choate Investment Advisors’s Caterpillar CAT Stock Holding History

Choate Investment Advisors’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 		$6.69M Buy
9,446
+86
+0.9% +$59.6K 0.13% 78
2025
Q4 		$5.36M Sell
9,360
-1,636
-15% -$909K 0.11% 83
2025
Q3 		$5.25M Buy
10,996
+667
+6% +$285K 0.11% 83
2025
Q2 		$4.01M Buy
10,329
+2,648
+34% +$883K 0.09% 89
2025
Q1 		$2.53M Buy
7,681
+244
+3% +$86.9K 0.06% 121
2024
Q4 		$2.7M Sell
7,437
-714
-9% -$277K 0.06% 118
2024
Q3 		$3.19M Sell
8,151
-168
-2% -$58K 0.08% 106
2024
Q2 		$2.77M Sell
8,319
-401
-5% -$139K 0.07% 112
2024
Q1 		$3.2M Buy
8,720
+2,649
+44% +$847K 0.09% 114
2023
Q4 		$1.8M Buy
6,071
+316
+5% +$82K 0.06% 135
2023
Q3 		$1.57M Buy
5,755
+973
+20% +$264K 0.06% 120
2023
Q2 		$1.18M Buy
4,782
+360
+8% +$80.3K 0.05% 127
2023
Q1 		$1.01M Hold
4,422
– – 0.05% 124
2022
Q4 		$1.06M Sell
4,422
-50
-1% -$10.9K 0.06% 120
2022
Q3 		$734K Hold
4,472
– – 0.05% 127
2022
Q2 		$800K Hold
4,472
– – 0.05% 130
2022
Q1 		$996K Sell
4,472
-1,135
-20% -$238K 0.05% 142
2021
Q4 		$1.16M Hold
5,607
– – 0.07% 127
2021
Q3 		$1.08M Buy
5,607
+850
+18% +$177K 0.07% 122
2021
Q2 		$1.03M Buy
4,757
+1,857
+64% +$429K 0.06% 124
2021
Q1 		$673K Sell
2,900
-675
-19% -$140K 0.04% 150
2020
Q4 		$651K Buy
3,575
+30
+0.8% +$5.09K 0.04% 141
2020
Q3 		$529K Hold
3,545
– – 0.03% 149
2020
Q2 		$448K Sell
3,545
-50
-1% -$5.93K 0.03% 160
2020
Q1 		$417K Buy
3,595
+675
+23% +$86.2K 0.03% 163
2019
Q4 		$431K Hold
2,920
– – 0.03% 167
2019
Q3 		$369K Buy
2,920
+50
+2% +$6.35K 0.02% 177
2019
Q2 		$391K Sell
2,870
-50
-2% -$6.61K 0.02% 176
2019
Q1 		$396K Buy
2,920
+350
+14% +$46.5K 0.02% 176
2018
Q4 		$327K Sell
2,570
-435
-14% -$56.6K 0.02% 174
2018
Q3 		$458K Buy
3,005
+400
+15% +$56.6K 0.03% 145
2018
Q2 		$353K Sell
2,605
-126
-5% -$18.8K 0.02% 174
2018
Q1 		$402K Buy
2,731
+300
+12% +$47.4K 0.02% 182
2017
Q4 		$383K Hold
2,431
– – 0.02% 191
2017
Q3 		$303K Buy
2,431
+11
+0.5% +$1.27K 0.02% 207
2017
Q2 		$260K Sell
2,420
-35
-1% -$3.56K 0.01% 216
2017
Q1 		$228K Sell
2,455
-500
-17% -$47.3K 0.01% 231
2016
Q4 		$274K Sell
2,955
-638
-18% -$57.8K 0.02% 210
2016
Q3 		$319K Buy
3,593
+780
+28% +$63.8K 0.02% 189
2016
Q2 		$213K Sell
2,813
-25
-0.9% -$1.87K 0.01% 221
2016
Q1 		$217K Sell
2,838
-2,022
-42% -$136K 0.02% 236
2015
Q4 		$445K Buy
4,860
+1,007
+26% +$70.4K 0.03% 179
2015
Q3 		$252K Sell
3,853
-1,000
-21% -$76.5K 0.02% 217
2015
Q2 		$412K Buy
4,853
+216
+5% +$18.6K 0.02% 175
2015
Q1 		$371K Sell
4,637
-223
-5% -$18.5K 0.02% 194
2014
Q4 		$445K Sell
4,860
-5,000
-51% -$487K 0.03% 180
2014
Q3 		$976K Buy
9,860
+470
+5% +$49.8K 0.06% 122
2014
Q2 		$1.02M Sell
9,390
-9,000
-49% -$945K 0.06% 124
2014
Q1 		$1.83M Sell
18,390
-230
-1% -$21.7K 0.11% 91
2013
Q4 		$1.69M Sell
18,620
-75
-0.4% -$6.4K 0.11% 92
2013
Q3 		$1.56M Sell
18,695
-100
-0.5% -$8.46K 0.12% 94
2013
Q2 		$1.55M Buy
+18,795
New +$1.6M 0.12% 92

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

Choate Investment Advisors's CAT Position: Q1 2026 in Review

Choate Investment Advisors increased its Caterpillar (CAT) stake by 0.92% in Q1 2026, buying an estimated $59.6K and bringing the position to 9,446 shares worth $6.69M. The position accounts for 0.13% of the portfolio, ranked #78.

Choate Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Choate Investment Advisors held 9,446 shares of Caterpillar worth $6.69M as of Q1 2026.
  • Choate Investment Advisors bought 86 Caterpillar shares in Q1 2026, an estimated $59.6K.
  • Caterpillar made up 0.13% of Choate Investment Advisors's portfolio in Q1 2026, its #78 holding.
  • Choate Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.