Baker Boyer National Bank’s Caterpillar CAT Stock Holding History

Baker Boyer National Bank’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	$1.23M	Buy	1,158 +13	+1%	+$11.4K	0.34%	28
2026 Q1	$811K	Hold	1,145	–	–	0.24%	40
2025 Q4	$656K	Buy	1,145 +53	+5%	+$29.5K	0.2%	42
2025 Q3	$521K	Buy	1,092 +91	+9%	+$38.8K	0.17%	48
2025 Q2	$389K	Hold	1,001	–	–	0.13%	54
2025 Q1	$330K	Buy	1,001 +56	+6%	+$19.9K	0.12%	58
2024 Q4	$343K	Hold	945	–	–	0.12%	60
2024 Q3	$370K	Hold	945	–	–	0.12%	58
2024 Q2	$315K	Sell	945 -856	-48%	-$297K	0.11%	60
2024 Q1	$660K	Hold	1,801	–	–	0.23%	42
2023 Q4	$532K	Hold	1,801	–	–	0.2%	49
2023 Q3	$492K	Hold	1,801	–	–	0.2%	50
2023 Q2	$443K	Hold	1,801	–	–	0.16%	49
2023 Q1	$412K	Hold	1,801	–	–	0.16%	48
2022 Q4	$431K	Hold	1,801	–	–	0.18%	46
2022 Q3	$296K	Hold	1,801	–	–	0.13%	61
2022 Q2	$322K	Hold	1,801	–	–	0.16%	62
2022 Q1	$401K	Hold	1,801	–	–	0.19%	56
2021 Q4	$372K	Buy	+1,801	New	+$363K	0.17%	61
2021 Q2	$322K	Buy	+1,801	New	+$416K	0.16%	62
2018 Q1	$457K	Buy	3,100 +600	+24%	+$94.7K	1.38%	24
2017 Q4	$394K	Hold	2,500	–	–	1.19%	32
2017 Q3	$312K	Hold	2,500	–	–	1.03%	35
2017 Q2	$269K	Hold	2,500	–	–	1.07%	30
2017 Q1	$232K	Hold	2,500	–	–	0.95%	34
2016 Q4	$232K	Hold	2,500	–	–	1.01%	35
2016 Q3	$222K	Buy	+2,500	New	+$205K	0.92%	37
2015 Q4	–	Sell	-5,480	Closed	-$358K	–	35
2015 Q3	$358K	Sell	5,480 -17	-0.3%	-$1.3K	1.75%	22
2015 Q2	$466K	Sell	5,497 -150	-3%	-$12.9K	0.97%	34
2015 Q1	$452K	Hold	5,647	–	–	0.92%	34
2014 Q4	$517K	Buy	5,647 +17	+0.3%	+$1.66K	1.01%	32
2014 Q3	$558K	Hold	5,630	–	–	1.09%	32
2014 Q2	$612K	Buy	5,630 +230	+4%	+$24.1K	1.12%	31
2014 Q1	$537K	Hold	5,400	–	–	1.05%	30
2013 Q4	$490K	Buy	+5,400	New	+$461K	0.95%	31

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Baker Boyer National Bank's CAT Position: Q2 2026 in Review

Baker Boyer National Bank increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,158 shares worth $1.23M. The position accounts for 0.34% of the portfolio, ranked #28.

Baker Boyer National Bank first reported a position in CAT in Q4 2013 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Baker Boyer National Bank held 1,158 shares of Caterpillar worth $1.23M as of Q2 2026.
Baker Boyer National Bank bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
Caterpillar made up 0.34% of Baker Boyer National Bank's portfolio in Q2 2026, its #28 holding.
Baker Boyer National Bank first reported a position in Caterpillar in Q4 2013 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.