Chevy Chase Trust Holdings, LLC

Position in CAT — Caterpillar Inc

CIK 1462020 BETHESDA, MD

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$241,101,879

+$75,978,982 QoQ

Shares Held

226,408

-2.9% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#133

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Chevy Chase Trust Holdings, LLC holds $350,721,264 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	226,408	$241,101,879
2	DE	Deere & Co	124,334	$78,868,786
3	PCAR	Paccar Inc	255,999	$30,750,599

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,101,879	226,408	-2.9%	Shares	Defined	2026-08-14
2026-03-31	$165,122,897	233,073	-3.9%	Shares	Defined	2026-05-15
2025-12-31	$138,935,296	242,525	-0.7%	Shares	Defined	2026-02-13
2025-09-30	$116,588,738	244,344	-3.7%	Shares	Defined	2025-11-14
2025-06-30	$98,459,372	253,624	-1.1%	Shares	Defined	2025-07-29
2025-03-31	$84,590,401	256,490	-1.3%	Shares	Defined	2025-04-23
2024-12-31	$94,283,863	259,907	-2.5%	Shares	Defined	2025-01-30
2024-09-30	$104,247,168	266,535	-2.6%	Shares	Defined	2024-11-14
2024-06-30	$91,197,449	273,784	-5.2%	Shares	Defined	2024-07-22
2024-03-31	$105,778,813	288,674	-1.1%	Shares	Defined	2024-05-03
2023-12-31	$86,262,608	291,753	-0.6%	Shares	Defined	2024-01-24
2023-09-30	$80,094,105	293,385	-3.6%	Shares	Defined	2023-10-23
2023-06-30	$74,863,418	304,261	-1.8%	Shares	Defined	2023-07-25
2023-03-31	$70,894,403	309,799	+1.0%	Shares	Defined	2023-05-17
2022-12-31	$73,472,093	306,696	-7.6%	Shares	Defined	2023-02-09
2022-09-30	$54,467,175	331,955	+0.9%	Shares	Defined	2022-11-04
2022-06-30	$58,814,541	329,014	-0.9%	Shares	Defined	2022-08-10
2022-03-31	$74,011,890	332,160	+0.2%	Shares	Defined	2022-04-27
2021-12-31	$68,550,022	331,576	-3.4%	Shares	Defined	2022-01-31
2021-09-30	$65,862,027	343,085	-3.7%	Shares	Defined	2021-10-20
2021-06-30	$77,496,084	356,091	-4.6%	Shares	Defined	2021-07-20
2021-03-31	$86,536,897	373,213	-6.4%	Shares	Defined	2021-04-22
2020-12-31	$72,604,136	398,880	-2.4%	Shares	Defined	2021-02-12
2020-09-30	$60,955,815	408,688	-7.7%	Shares	Defined	2020-11-06
2020-06-30	$56,034,693	442,962	-7.3%	Shares	Defined	2020-08-14
2020-03-31	$55,425,344	477,640	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.