American State Bank (Iowa)’s Caterpillar CAT Stock Holding History

American State Bank (Iowa)’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 Q2	$1.25M	Buy	1,175 +67	+6%	+$58.9K	0.51%	59
2026 Q1	$785K	Buy	1,108 +6	+0.5%	+$4.16K	0.38%	78
2025 Q4	$631K	Sell	1,102 -52	-5%	-$28.9K	0.3%	85
2025 Q3	$551K	Buy	1,154 +10	+0.9%	+$4.27K	0.28%	87
2025 Q2	$444K	Buy	1,144 +197	+21%	+$65.7K	0.25%	98
2025 Q1	$312K	Buy	947 +40	+4%	+$14.2K	0.19%	107
2024 Q4	$329K	Buy	907 +4	+0.4%	+$1.55K	0.2%	104
2024 Q3	$353K	Buy	903 +2	+0.2%	+$691	0.21%	100
2024 Q2	$300K	Hold	901	–	–	0.19%	104
2024 Q1	$330K	Sell	901 -421	-32%	-$135K	0.22%	101
2023 Q4	$391K	Hold	1,322	–	–	0.25%	93
2023 Q3	$361K	Buy	1,322 +17	+1%	+$4.61K	0.26%	96
2023 Q2	$321K	Buy	1,305 +57	+5%	+$12.7K	0.22%	101
2023 Q1	$286K	Buy	1,248 +848	+212%	+$205K	0.21%	102
2022 Q4	$95.8K	Buy	+400	New	+$87.1K	0.07%	158

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

American State Bank (Iowa)'s CAT Position: Q2 2026 in Review

American State Bank (Iowa) increased its Caterpillar (CAT) stake by 6% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,175 shares worth $1.25M. The position accounts for 0.51% of the portfolio, ranked #59.

American State Bank (Iowa) first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

American State Bank (Iowa) held 1,175 shares of Caterpillar worth $1.25M as of Q2 2026.
American State Bank (Iowa) bought 67 Caterpillar shares in Q2 2026, an estimated $58.9K.
Caterpillar made up 0.51% of American State Bank (Iowa)'s portfolio in Q2 2026, its #59 holding.
American State Bank (Iowa) first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.