Choate Investment Advisors

Position in CAT — Caterpillar Inc

CIK 1399794 BOSTON, MA

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,112,290

+$3,420,177 QoQ

Shares Held

9,496

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#859

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

Choate Investment Advisors holds $14,662,155 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	9,496	$10,112,290
2	DE	Deere & Co	5,971	$3,787,584
3	PCAR	Paccar Inc	6,346	$762,281

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,112,290	9,496	+0.5%	Shares	Sole	2026-08-11
2026-03-31	$6,692,113	9,446	+0.9%	Shares	Sole	2026-05-13
2025-12-31	$5,362,063	9,360	-14.9%	Shares	Sole	2026-02-09
2025-09-30	$5,246,741	10,996	+6.5%	Shares	Sole	2025-11-10
2025-06-30	$4,009,821	10,329	+34.5%	Shares	Sole	2025-08-12
2025-03-31	$2,533,193	7,681	+3.3%	Shares	Sole	2025-05-14
2024-12-31	$2,697,846	7,437	-8.8%	Shares	Sole	2025-02-10
2024-09-30	$3,188,019	8,151	-2.0%	Shares	Sole	2024-11-13
2024-06-30	$2,771,058	8,319	-4.6%	Shares	Sole	2024-08-08
2024-03-31	$3,195,269	8,720	+43.6%	Shares	Sole	2024-05-07
2023-12-31	$1,795,012	6,071	+5.5%	Shares	Sole	2024-02-14
2023-09-30	$1,571,115	5,755	+20.3%	Shares	Sole	2023-10-30
2023-06-30	$1,176,611	4,782	+8.1%	Shares	Sole	2023-08-01
2023-03-31	$1,011,930	4,422	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,059,334	4,422	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$733,765	4,472	0.0%	Shares	Sole	2022-11-14
2022-06-30	$799,414	4,472	0.0%	Shares	Sole	2022-08-11
2022-03-31	$996,451	4,472	-20.2%	Shares	Sole	2022-04-29
2021-12-31	$1,159,191	5,607	0.0%	Shares	Sole	2022-02-07
2021-09-30	$1,076,375	5,607	+17.9%	Shares	Sole	2021-11-04
2021-06-30	$1,035,265	4,757	+64.0%	Shares	Sole	2021-07-30
2021-03-31	$672,423	2,900	-18.9%	Shares	Sole	2021-05-07
2020-12-31	$650,721	3,575	+0.8%	Shares	Sole	2021-02-08
2020-09-30	$528,736	3,545	0.0%	Shares	Sole	2020-10-26
2020-06-30	$448,442	3,545	-1.4%	Shares	Sole	2020-07-23
2020-03-31	$417,163	3,595	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.