Arlington Trust’s Caterpillar CAT Stock Holding History

Arlington Trust’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 Q3	$555K	Buy	684 +132	+24%	+$112K	0.04%	80
2026 Q2	$588K	Sell	552 -20	-3%	-$17.6K	0.05%	56
2026 Q1	$405K	Buy	572 +132	+30%	+$91.4K	0.04%	62
2025 Q4	$252K	Sell	440 -316	-42%	-$176K	0.03%	79
2025 Q3	$361K	Sell	756 -1	-0.1%	-$427	0.06%	124
2025 Q2	$294K	Sell	757 -313	-29%	-$104K	0.06%	135
2025 Q1	$353K	Hold	1,070	–	–	0.07%	123
2024 Q4	$388K	Buy	1,070 +314	+42%	+$122K	0.08%	111
2024 Q3	$296K	Buy	756 +408	+117%	+$141K	0.06%	133
2024 Q2	$116K	Buy	348 +310	+816%	+$107K	0.03%	231
2024 Q1	$13.9K	Sell	38 -15	-28%	-$4.79K	﹤0.01%	361
2023 Q4	$15.7K	Buy	+53	New	+$13.7K	﹤0.01%	372

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arlington Trust's CAT Position: Q3 2026 in Review

Arlington Trust increased its Caterpillar (CAT) stake by 24% in Q3 2026, buying an estimated $112K and bringing the position to 684 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #80.

Arlington Trust first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $588K in Q2 2026. 2,835 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Arlington Trust held 684 shares of Caterpillar worth $555K as of Q3 2026.
Arlington Trust bought 132 Caterpillar shares in Q3 2026, an estimated $112K.
Caterpillar made up 0.04% of Arlington Trust's portfolio in Q3 2026, its #80 holding.
Arlington Trust first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
Arlington Trust's Caterpillar position peaked at $588K in Q2 2026.
2,835 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.