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Disclosery

Chevy Chase Trust Holdings, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on CAT, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 226,408 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,408 shares
    Change vs previous 13F -6,665 shares

    0.62% of the 13F portfolio, value $241,101,879.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 233,073 shares
    Change vs previous 13F -9,452 shares

    0.48% of the 13F portfolio, value $165,122,897.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 242,525 shares
    Change vs previous 13F -1,819 shares

    0.38% of the 13F portfolio, value $138,935,297.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 244,344 shares
    Change vs previous 13F -9,280 shares

    0.32% of the 13F portfolio, value $116,588,740.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 253,624 shares
    Change vs previous 13F -2,866 shares

    0.29% of the 13F portfolio, value $98,459,372.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 256,490 shares
    Change vs previous 13F -3,417 shares

    0.27% of the 13F portfolio, value $84,590,403.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 259,907 shares
    Change vs previous 13F -6,628 shares

    0.29% of the 13F portfolio, value $94,283,863.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 266,535 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $104,247,169.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).