Capital City Trust’s Caterpillar CAT Stock Holding History

Capital City Trust’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	$649K	Buy	609 +300	+97%	+$264K	0.13%	83
2026 Q1	$219K	Buy	+309	New	+$214K	0.05%	111
2025 Q2	–	Sell	-610	Closed	-$201K	–	113
2025 Q1	$201K	Hold	610	–	–	0.06%	116
2024 Q4	$221K	Buy	+610	New	+$237K	0.06%	112
2024 Q2	–	Sell	-807	Closed	-$296K	–	109
2024 Q1	$296K	Hold	807	–	–	0.08%	99
2023 Q4	$239K	Hold	807	–	–	0.07%	108
2023 Q3	$220K	Sell	807 -40	-5%	-$10.9K	0.07%	108
2023 Q2	$208K	Buy	+847	New	+$189K	0.06%	116
2023 Q1	–	Sell	-933	Closed	-$224K	–	118
2022 Q4	$224K	Buy	+933	New	+$203K	0.07%	109
2021 Q3	–	Sell	-933	Closed	-$203K	–	119
2021 Q2	$203K	Buy	+933	New	+$215K	0.06%	120
2013 Q3	–	Sell	-540	Closed	-$45K	–	110
2013 Q2	$45K	Buy	+540	New	+$45.9K	0.02%	122

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

Capital City Trust's CAT Position: Q2 2026 in Review

Capital City Trust increased its Caterpillar (CAT) stake by 97% in Q2 2026, buying an estimated $264K and bringing the position to 609 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #83.

Capital City Trust first reported a position in CAT in Q2 2013 and has held it in 11 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capital City Trust held 609 shares of Caterpillar worth $649K as of Q2 2026.
Capital City Trust bought 300 Caterpillar shares in Q2 2026, an estimated $264K.
Caterpillar made up 0.13% of Capital City Trust's portfolio in Q2 2026, its #83 holding.
Capital City Trust first reported a position in Caterpillar in Q2 2013 and has held it in 11 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital City Trust's 13F filing for Q2 2026, filed 4 Aug 2026.