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Bell Bank’s Caterpillar CAT Stock Holding History

Bell 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 		$1.99M Buy
1,865
+11
+0.6% +$9.66K 0.08% 82
2026
Q1 		$1.31M Sell
1,854
-66
-3% -$45.7K 0.06% 83
2025
Q4 		$1.1M Sell
1,920
-495
-20% -$275K 0.05% 93
2025
Q3 		$1.15M Sell
2,415
-77
-3% -$32.9K 0.05% 97
2025
Q2 		$967K Buy
2,492
+894
+56% +$298K 0.05% 104
2025
Q1 		$527K Hold
1,598
– – 0.03% 131
2024
Q4 		$580K Sell
1,598
-3
-0.2% -$1.16K 0.04% 131
2024
Q3 		$626K Hold
1,601
– – 0.07% 119
2024
Q2 		$533K Buy
1,601
+80
+5% +$27.7K 0.04% 129
2024
Q1 		$557K Buy
1,521
+21
+1% +$6.71K 0.05% 132
2023
Q4 		$444K Hold
1,500
– – 0.04% 136
2023
Q3 		$410K Sell
1,500
-5
-0.3% -$1.36K 0.04% 135
2023
Q2 		$370K Buy
1,505
+3
+0.2% +$669 0.04% 147
2023
Q1 		$344K Sell
1,502
-9
-0.6% -$2.18K 0.04% 149
2022
Q4 		$362K Hold
1,511
– – 0.04% 149
2022
Q3 		$248K Buy
1,511
+31
+2% +$5.66K 0.03% 159
2022
Q2 		$265K Hold
1,480
– – 0.03% 172
2022
Q1 		$330K Hold
1,480
– – 0.04% 151
2021
Q4 		$306K Hold
1,480
– – 0.03% 152
2021
Q3 		$284K Hold
1,480
– – 0.04% 150
2021
Q2 		$322K Hold
1,480
– – 0.04% 145
2021
Q1 		$343K Hold
1,480
– – 0.05% 134
2020
Q4 		$269K Sell
1,480
-106
-7% -$18K 0.04% 145
2020
Q3 		$237K Hold
1,586
– – 0.04% 135
2020
Q2 		$201K Buy
+1,586
New +$188K 0.04% 145
2020
Q1 		– Sell
-1,627
Closed -$240K – 149
2019
Q4 		$240K Hold
1,627
– – 0.04% 148
2019
Q3 		$206K Hold
1,627
– – 0.04% 155
2019
Q2 		$222K Buy
1,627
+97
+6% +$12.8K 0.05% 148
2019
Q1 		$207K Sell
1,530
-255
-14% -$33.9K 0.06% 140
2018
Q4 		$227K Buy
1,785
+255
+17% +$33.2K 0.07% 130
2018
Q3 		$233K Hold
1,530
– – 0.07% 143
2018
Q2 		$208K Buy
+1,530
New +$229K 0.06% 144
2015
Q3 		– Sell
-4,135
Closed -$351K – 141
2015
Q2 		$351K Sell
4,135
-414
-9% -$35.6K 0.26% 123
2015
Q1 		$364K Sell
4,549
-400
-8% -$33.2K 0.26% 126
2014
Q4 		$453K Sell
4,949
-135
-3% -$13.1K 0.31% 119
2014
Q3 		$503K Sell
5,084
-375
-7% -$39.8K 0.36% 110
2014
Q2 		$593K Sell
5,459
-1,859
-25% -$195K 0.42% 106
2014
Q1 		$727K Sell
7,318
-2,775
-27% -$262K 0.48% 93
2013
Q4 		$917K Sell
10,093
-14,170
-58% -$1.21M 0.48% 79
2013
Q3 		$2.02M Sell
24,263
-1,272
-5% -$108K 0.71% 52
2013
Q2 		$2.11M Buy
+25,535
New +$2.17M 0.74% 47

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bell Bank's CAT Position: Q2 2026 in Review

Bell Bank increased its Caterpillar (CAT) stake by 0.59% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,865 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #82.

Bell Bank first reported a position in CAT in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.11M in Q2 2013. 781 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bell Bank held 1,865 shares of Caterpillar worth $1.99M as of Q2 2026.
  • Bell Bank bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.08% of Bell Bank's portfolio in Q2 2026, its #82 holding.
  • Bell Bank first reported a position in Caterpillar in Q2 2013 and has held it in 41 quarters since.
  • Bell Bank's Caterpillar position peaked at $2.11M in Q2 2013.
  • 781 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.