Cadence Bank’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$928K Sell
1,620
-14
-0.9% -$7.78K 0.05% 176
2025
Q3
$780K Sell
1,634
-427
-21% -$182K 0.05% 193
2025
Q2
$800K Sell
2,061
-7
-0.3% -$2.33K 0.05% 188
2025
Q1
$682K Sell
2,068
-46
-2% -$16.4K 0.05% 194
2024
Q4
$767K Buy
2,114
+1,055
+100% +$409K 0.05% 183
2024
Q3
$414K Sell
1,059
-3
-0.3% -$1.04K 0.03% 240
2024
Q2
$354K Buy
1,062
+62
+6% +$21.5K 0.03% 223
2024
Q1
$366K Hold
1,000
0.03% 254
2023
Q4
$296K Sell
1,000
-34
-3% -$8.82K 0.02% 279
2023
Q3
$282K Buy
1,034
+51
+5% +$13.8K 0.02% 280
2023
Q2
$242K Sell
983
-35
-3% -$7.8K 0.02% 300
2023
Q1
$233K Sell
1,018
-3,477
-77% -$841K 0.02% 309
2022
Q4
$1.08M Hold
4,495
0.1% 144
2022
Q3
$738K Buy
4,495
+600
+15% +$110K 0.08% 163
2022
Q2
$696K Sell
3,895
-278
-7% -$58.6K 0.1% 103
2022
Q1
$929K Hold
4,173
0.12% 95
2021
Q4
$863K Hold
4,173
0.11% 107
2021
Q3
$801K Hold
4,173
0.11% 108
2021
Q2
$909K Hold
4,173
0.13% 94
2021
Q1
$968K Sell
4,173
-1,000
-19% -$207K 0.15% 90
2020
Q4
$941K Buy
5,173
+1,050
+25% +$178K 0.15% 101
2020
Q3
$615K Sell
4,123
-100
-2% -$14K 0.12% 113
2020
Q2
$535K Buy
4,223
+200
+5% +$23.7K 0.11% 122
2020
Q1
$467K Hold
4,023
0.12% 114
2019
Q4
$594K Hold
4,023
0.11% 123
2019
Q3
$508K Sell
4,023
-200
-5% -$25.4K 0.05% 142
2019
Q2
$576K Hold
4,223
0.06% 127
2019
Q1
$572K Hold
4,223
0.06% 130
2018
Q4
$537K Hold
4,223
0.06% 130
2018
Q3
$644K Buy
4,223
+19
+0.5% +$2.69K 0.06% 131
2018
Q2
$570K Hold
4,204
0.05% 133
2018
Q1
$620K Hold
4,204
0.06% 125
2017
Q4
$662K Buy
+4,204
New +$583K 0.06% 124

Other funds holding CAT

Cadence Bank's CAT Position: Q4 2025 in Review

Cadence Bank reduced its Caterpillar (CAT) stake by 0.86% in Q4 2025, selling an estimated $7.78K and leaving 1,620 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #176.

Cadence Bank first reported a position in CAT in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.08M in Q4 2022. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Cadence Bank held 1,620 shares of Caterpillar worth $928K as of Q4 2025.
  • Cadence Bank sold 14 Caterpillar shares in Q4 2025, an estimated $7.78K.
  • Caterpillar made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #176 holding.
  • Cadence Bank first reported a position in Caterpillar in Q4 2017 and has held it in 33 quarters since.
  • Cadence Bank's Caterpillar position peaked at $1.08M in Q4 2022.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.