BankPlus Trust Department’s Caterpillar CAT Stock Holding History

BankPlus Trust Department’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	$4.33M	Sell	4,063 -223	-5%	-$196K	1.01%	19
2026 Q1	$3.04M	Sell	4,286 -364	-8%	-$252K	0.81%	27
2025 Q4	$2.66M	Sell	4,650 -242	-5%	-$135K	0.7%	30
2025 Q3	$2.33M	Sell	4,892 -1,320	-21%	-$564K	0.62%	37
2025 Q2	$2.41M	Buy	6,212 +1,325	+27%	+$442K	0.71%	28
2025 Q1	$1.61M	Buy	4,887 +74	+2%	+$26.4K	0.54%	44
2024 Q4	$1.75M	Buy	+4,813	New	+$1.87M	0.57%	38

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

BankPlus Trust Department's CAT Position: Q2 2026 in Review

BankPlus Trust Department reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $196K and leaving 4,063 shares worth $4.33M. The position accounts for 1.01% of the portfolio, ranked #19.

BankPlus Trust Department first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BankPlus Trust Department held 4,063 shares of Caterpillar worth $4.33M as of Q2 2026.
BankPlus Trust Department sold 223 Caterpillar shares in Q2 2026, an estimated $196K.
Caterpillar made up 1.01% of BankPlus Trust Department's portfolio in Q2 2026, its #19 holding.
BankPlus Trust Department first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.