Bank & Trust Company’s Caterpillar CAT Stock Holding History

Bank & Trust Company’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	$3.02M	Sell	2,835 -401	-12%	-$352K	1.91%	12
2026 Q1	$2.29M	Sell	3,236 -670	-17%	-$464K	1.55%	18
2025 Q4	$2.24M	Sell	3,906 -18	-0.5%	-$10K	1.58%	15
2025 Q3	$1.87M	Hold	3,924	–	–	1.38%	21
2025 Q2	$1.52M	Hold	3,924	–	–	1.21%	23
2025 Q1	$1.29M	Buy	3,924 +24	+0.6%	+$8.55K	1.05%	28
2024 Q4	$1.41M	Sell	3,900 -5	-0.1%	-$1.94K	1.19%	26
2024 Q3	$1.53M	Hold	3,905	–	–	1.24%	23
2024 Q2	$1.3M	Buy	+3,905	New	+$1.35M	1.1%	25

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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Bank & Trust Company's CAT Position: Q2 2026 in Review

Bank & Trust Company reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $352K and leaving 2,835 shares worth $3.02M. The position accounts for 1.91% of the portfolio, ranked #12.

Bank & Trust Company first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 1,977 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bank & Trust Company held 2,835 shares of Caterpillar worth $3.02M as of Q2 2026.
Bank & Trust Company sold 401 Caterpillar shares in Q2 2026, an estimated $352K.
Caterpillar made up 1.91% of Bank & Trust Company's portfolio in Q2 2026, its #12 holding.
Bank & Trust Company first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
1,977 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.