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Berkshire Bank’s Caterpillar CAT Stock Holding History

Berkshire 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 		$6.4M Sell
6,009
-323
-5% -$284K 1.24% 20
2026
Q1 		$4.49M Sell
6,332
-315
-5% -$218K 0.92% 26
2025
Q4 		$3.81M Sell
6,647
-311
-4% -$173K 0.77% 30
2025
Q3 		$3.32M Sell
6,958
-288
-4% -$123K 0.71% 33
2025
Q2 		$2.81M Sell
7,246
-110
-1% -$36.7K 0.64% 40
2025
Q1 		$2.43M Sell
7,356
-146
-2% -$52K 0.59% 42
2024
Q4 		$2.72M Sell
7,502
-160
-2% -$62.1K 0.63% 40
2024
Q3 		$3M Sell
7,662
-353
-4% -$122K 0.7% 36
2024
Q2 		$2.67M Sell
8,015
-377
-4% -$131K 0.67% 38
2024
Q1 		$3.08M Sell
8,392
-542
-6% -$173K 0.76% 34
2023
Q4 		$2.64M Sell
8,934
-624
-7% -$162K 0.7% 36
2023
Q3 		$2.61M Buy
9,558
+48
+0.5% +$13K 0.75% 36
2023
Q2 		$2.34M Sell
9,510
-72
-0.8% -$16.1K 0.65% 39
2023
Q1 		$2.19M Sell
9,582
-207
-2% -$50K 0.65% 39
2022
Q4 		$2.35M Sell
9,789
-573
-6% -$125K 0.72% 37
2022
Q3 		$1.7M Buy
10,362
+56
+0.5% +$10.2K 0.52% 49
2022
Q2 		$1.84M Buy
10,306
+148
+1% +$31.2K 0.54% 50
2022
Q1 		$2.26M Buy
10,158
+4,419
+77% +$927K 0.54% 47
2021
Q4 		$1.19M Buy
5,739
+3,629
+172% +$731K 0.26% 65
2021
Q3 		$405K Sell
2,110
-15
-0.7% -$3.12K 0.1% 103
2021
Q2 		$463K Sell
2,125
-50
-2% -$11.5K 0.11% 100
2021
Q1 		$505K Hold
2,175
– – 0.13% 98
2020
Q4 		$396K Sell
2,175
-140
-6% -$23.7K 0.1% 103
2020
Q3 		$345K Buy
+2,315
New +$325K 0.09% 110

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berkshire Bank's CAT Position: Q2 2026 in Review

Berkshire Bank reduced its Caterpillar (CAT) stake by 5.1% in Q2 2026, selling an estimated $284K and leaving 6,009 shares worth $6.4M. The position accounts for 1.24% of the portfolio, ranked #20.

Berkshire Bank first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Berkshire Bank held 6,009 shares of Caterpillar worth $6.4M as of Q2 2026.
  • Berkshire Bank sold 323 Caterpillar shares in Q2 2026, an estimated $284K.
  • Caterpillar made up 1.24% of Berkshire Bank's portfolio in Q2 2026, its #20 holding.
  • Berkshire Bank first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.