Cape Ann Savings Bank’s Caterpillar CAT Stock Holding History

Cape Ann Savings 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	$341K	Sell	320 -15	-4%	-$13.2K	0.16%	90
2026 Q1	$237K	Buy	+335	New	+$232K	0.12%	109

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Cape Ann Savings Bank's CAT Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Caterpillar (CAT) stake by 4.5% in Q2 2026, selling an estimated $13.2K and leaving 320 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #90.

Cape Ann Savings Bank first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cape Ann Savings Bank held 320 shares of Caterpillar worth $341K as of Q2 2026.
Cape Ann Savings Bank sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up 0.16% of Cape Ann Savings Bank's portfolio in Q2 2026, its #90 holding.
Cape Ann Savings Bank first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.