Bangor Savings Bank’s Caterpillar CAT Stock Holding History

Bangor Savings 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	$1.31M	Hold	1,231	–	–	0.1%	89
2026 Q1	$872K	Sell	1,231 -50	-4%	-$34.6K	0.07%	110
2025 Q4	$734K	Sell	1,281 -1	-0.1%	-$556	0.06%	127
2025 Q3	$612K	Hold	1,282	–	–	0.05%	143
2025 Q2	$498K	Buy	1,282 +35	+3%	+$11.7K	0.04%	155
2025 Q1	$411K	Buy	1,247 +21	+2%	+$7.48K	0.04%	165
2024 Q4	$445K	Buy	1,226 +57	+5%	+$22.1K	0.04%	164
2024 Q3	$457K	Hold	1,169	–	–	0.04%	160
2024 Q2	$389K	Hold	1,169	–	–	0.04%	168
2024 Q1	$428K	Hold	1,169	–	–	0.04%	163
2023 Q4	$346K	Sell	1,169 -74	-6%	-$19.2K	0.04%	170
2023 Q3	$339K	Sell	1,243 -48	-4%	-$13K	0.04%	165
2023 Q2	$318K	Hold	1,291	–	–	0.04%	171
2023 Q1	$295K	Sell	1,291 -26	-2%	-$6.29K	0.03%	169
2022 Q4	$316K	Hold	1,317	–	–	0.04%	169
2022 Q3	$216K	Sell	1,317 -14	-1%	-$2.56K	0.02%	188
2022 Q2	$238K	Buy	+1,331	New	+$280K	0.03%	189
2013 Q4	–	Sell	-11,627	Closed	-$970K	–	144
2013 Q3	$970K	Sell	11,627 -742	-6%	-$62.8K	0.29%	65
2013 Q2	$1.02M	Buy	+12,369	New	+$1.05M	0.33%	60

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bangor Savings Bank's CAT Position: Q2 2026 in Review

Bangor Savings Bank held its Caterpillar (CAT) position steady in Q2 2026 at 1,231 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #89.

Bangor Savings Bank first reported a position in CAT in Q2 2013 and has held it in 19 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bangor Savings Bank held 1,231 shares of Caterpillar worth $1.31M as of Q2 2026.
Bangor Savings Bank left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.1% of Bangor Savings Bank's portfolio in Q2 2026, its #89 holding.
Bangor Savings Bank first reported a position in Caterpillar in Q2 2013 and has held it in 19 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.