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Arbor Trust Wealth Advisors’s Caterpillar CAT Stock Holding History

Arbor Trust Wealth 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
Q2 		$5.19M Sell
4,871
-255
-5% -$224K 2.09% 17
2026
Q1 		$3.63M Sell
5,126
-389
-7% -$269K 1.6% 24
2025
Q4 		$3.16M Sell
5,515
-65
-1% -$36.1K 1.38% 28
2025
Q3 		$2.66M Sell
5,580
-179
-3% -$76.4K 1.2% 31
2025
Q2 		$2.24M Sell
5,759
-380
-6% -$127K 1.09% 31
2025
Q1 		$2.02M Sell
6,139
-387
-6% -$138K 0.95% 34
2024
Q4 		$2.37M Sell
6,526
-195
-3% -$75.6K 1.11% 31
2024
Q3 		$2.24M Hold
6,721
– – 1.18% 30
2024
Q2 		$2.24M Buy
6,721
+53
+0.8% +$18.4K 1.18% 30
2024
Q1 		$2.48M Sell
6,668
-75
-1% -$24K 1.36% 26
2023
Q4 		$1.99M Sell
6,743
-272
-4% -$70.6K 1.19% 29
2023
Q3 		$1.92M Buy
7,015
+99
+1% +$26.9K 1.26% 29
2023
Q2 		$1.7M Buy
6,916
+360
+5% +$80.3K 1.08% 30
2023
Q1 		$1.5M Buy
6,556
+996
+18% +$241K 0.99% 31
2022
Q4 		$1.33M Buy
5,560
+60
+1% +$13.1K 0.92% 32
2022
Q3 		$897K Sell
5,500
-275
-5% -$50.2K 0.68% 37
2022
Q2 		$1.03M Buy
5,775
+565
+11% +$119K 0.72% 38
2022
Q1 		$1.16M Sell
5,210
-375
-7% -$78.6K 0.7% 41
2021
Q4 		$1.16M Hold
5,585
– – 0.67% 41
2021
Q3 		$1.07M Hold
5,585
– – 0.67% 42
2021
Q2 		$1.22M Buy
5,585
+175
+3% +$40.4K 0.76% 42
2021
Q1 		$1.25M Buy
5,410
+710
+15% +$147K 0.84% 40
2020
Q4 		$855K Buy
4,700
+200
+4% +$33.9K 0.62% 43
2020
Q3 		$671K Sell
4,500
-50
-1% -$7.02K 0.58% 42
2020
Q2 		$576K Sell
4,550
-250
-5% -$29.6K 0.52% 49
2020
Q1 		$557K Sell
4,800
-1,076
-18% -$137K 0.59% 45
2019
Q4 		$868K Buy
+5,876
New +$820K 0.74% 41

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Arbor Trust Wealth Advisors's CAT Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $224K and leaving 4,871 shares worth $5.19M. The position accounts for 2.09% of the portfolio, ranked #17.

Arbor Trust Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arbor Trust Wealth Advisors held 4,871 shares of Caterpillar worth $5.19M as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 255 Caterpillar shares in Q2 2026, an estimated $224K.
  • Caterpillar made up 2.09% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Arbor Trust Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.