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Arvest Bank Trust Division’s Caterpillar CAT Stock Holding History

Arvest Bank Trust Division’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 		$7.3M Sell
6,856
-41
-0.6% -$36K 0.36% 54
2026
Q1 		$4.89M Buy
6,897
+4,951
+254% +$3.43M 0.27% 68
2025
Q4 		$1.11M Buy
1,946
+255
+15% +$142K 0.06% 124
2025
Q3 		$807K Buy
1,691
+10
+0.6% +$4.27K 0.04% 135
2025
Q2 		$653K Sell
1,681
-63
-4% -$21K 0.04% 132
2025
Q1 		$575K Buy
1,744
+170
+11% +$60.6K 0.04% 124
2024
Q4 		$571K Buy
1,574
+14
+0.9% +$5.43K 0.03% 125
2024
Q3 		$610K Buy
+1,560
New +$539K 0.04% 117
2021
Q2 		– Sell
-3,683
Closed -$854K – 174
2021
Q1 		$854K Buy
3,683
+749
+26% +$155K 0.05% 81
2020
Q4 		$534K Buy
2,934
+1,103
+60% +$187K 0.03% 98
2020
Q3 		$273K Buy
+1,831
New +$257K 0.02% 109
2015
Q2 		– Sell
-130,351
Closed -$10.4M – 122
2015
Q1 		$10.4M Buy
130,351
+1,191
+0.9% +$99K 0.89% 47
2014
Q4 		$13M Buy
129,160
+2,731
+2% +$266K 1.14% 40
2014
Q3 		$12.5M Buy
+126,429
New +$13.4M 1.15% 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

Arvest Bank Trust Division's CAT Position: Q2 2026 in Review

Arvest Bank Trust Division reduced its Caterpillar (CAT) stake by 0.59% in Q2 2026, selling an estimated $36K and leaving 6,856 shares worth $7.3M. The position accounts for 0.36% of the portfolio, ranked #54.

Arvest Bank Trust Division first reported a position in CAT in Q3 2014 and has held it in 14 quarters since. The position peaked at $13M in Q4 2014. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arvest Bank Trust Division held 6,856 shares of Caterpillar worth $7.3M as of Q2 2026.
  • Arvest Bank Trust Division sold 41 Caterpillar shares in Q2 2026, an estimated $36K.
  • Caterpillar made up 0.36% of Arvest Bank Trust Division's portfolio in Q2 2026, its #54 holding.
  • Arvest Bank Trust Division first reported a position in Caterpillar in Q3 2014 and has held it in 14 quarters since.
  • Arvest Bank Trust Division's Caterpillar position peaked at $13M in Q4 2014.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arvest Bank Trust Division's 13F filing for Q2 2026, filed 13 Aug 2026.