CBT
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Central Bank & Trust’s Caterpillar CAT Stock Holding History

Central Bank & 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 		$20.3M Sell
19,031
-722
-4% -$634K 2.87% 6
2026
Q1 		$14M Sell
19,753
-332
-2% -$230K 2.2% 10
2025
Q4 		$11.5M Sell
20,085
-459
-2% -$255K 1.78% 15
2025
Q3 		$9.8M Sell
20,544
-131
-0.6% -$55.9K 1.55% 15
2025
Q2 		$8.03M Sell
20,675
-774
-4% -$258K 1.31% 22
2025
Q1 		$7.07M Sell
21,449
-2,100
-9% -$748K 1.18% 27
2024
Q4 		$8.54M Sell
23,549
-1,663
-7% -$645K 1.29% 23
2024
Q3 		$9.86M Sell
25,212
-3,076
-11% -$1.06M 1.36% 21
2024
Q2 		$9.42M Sell
28,288
-543
-2% -$188K 1.31% 23
2024
Q1 		$10.6M Sell
28,831
-183
-0.6% -$58.5K 1.51% 20
2023
Q4 		$8.58M Buy
29,014
+78
+0.3% +$20.2K 1.33% 21
2023
Q3 		$7.9M Sell
28,936
-254
-0.9% -$68.9K 1.37% 23
2023
Q2 		$7.18M Buy
29,190
+824
+3% +$184K 1.22% 29
2023
Q1 		$6.49M Buy
28,366
+7,874
+38% +$1.9M 1.16% 32
2022
Q4 		$4.91M Buy
20,492
+1,016
+5% +$221K 0.93% 41
2022
Q3 		$3.2M Buy
19,476
+1,781
+10% +$325K 0.69% 51
2022
Q2 		$3.16M Buy
17,695
+791
+5% +$167K 0.64% 52
2022
Q1 		$3.77M Sell
16,904
-1,301
-7% -$273K 0.6% 51
2021
Q4 		$3.76M Sell
18,205
-3,361
-16% -$677K 0.58% 50
2021
Q3 		$4.14M Sell
21,566
-4,026
-16% -$838K 0.68% 49
2021
Q2 		$5.57M Buy
25,592
+24,470
+2,181% +$5.65M 0.9% 40
2021
Q1 		$260K Sell
1,122
-12
-1% -$2.48K 0.04% 145
2020
Q4 		$206K Buy
1,134
+1,039
+1,094% +$176K 0.04% 145
2020
Q3 		$14K Buy
+95
New +$13.3K ﹤0.01% 242
2019
Q3 		– Sell
-245
Closed -$33K – 292
2019
Q2 		$33K Sell
245
-371
-60% -$49K 0.01% 192
2019
Q1 		$83K Sell
616
-734
-54% -$97.5K 0.02% 167
2018
Q4 		$172K Buy
1,350
+15
+1% +$1.95K 0.04% 131
2018
Q3 		$204K Sell
1,335
-556
-29% -$78.6K 0.05% 128
2018
Q2 		$257K Sell
1,891
-93
-5% -$13.9K 0.06% 117
2018
Q1 		$292K Buy
1,984
+395
+25% +$62.4K 0.07% 116
2017
Q4 		$250K Buy
1,589
+1,439
+959% +$200K 0.06% 128
2017
Q3 		$19K Hold
150
– – ﹤0.01% 211
2017
Q2 		$16K Sell
150
-100
-40% -$10.2K ﹤0.01% 226
2017
Q1 		$23K Buy
250
+100
+67% +$9.47K 0.01% 223
2016
Q4 		$14K Hold
150
– – ﹤0.01% 254
2016
Q3 		$13K Hold
150
– – ﹤0.01% 242
2016
Q2 		$11K Sell
150
-200
-57% -$15K ﹤0.01% 254
2016
Q1 		$26K Hold
350
– – 0.01% 216
2015
Q4 		$24K Hold
350
– – 0.01% 228
2015
Q3 		$23K Sell
350
-220
-39% -$16.8K 0.01% 241
2015
Q2 		$48K Sell
570
-1,526
-73% -$131K 0.02% 181
2015
Q1 		$168K Sell
2,096
-7,562
-78% -$628K 0.06% 121
2014
Q4 		$884K Sell
9,658
-597
-6% -$58.1K 0.3% 71
2014
Q3 		$1.02M Buy
10,255
+9,905
+2,830% +$1.05M 0.38% 66
2014
Q2 		$32K Hold
350
– – 0.01% 182
2014
Q1 		$35K Hold
350
– – 0.01% 184
2013
Q4 		$32K Hold
350
– – 0.01% 182
2013
Q3 		$30K Sell
350
-5,600
-94% -$474K 0.01% 188
2013
Q2 		$492K Buy
+5,950
New +$506K 0.23% 91

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Central Bank & Trust's CAT Position: Q2 2026 in Review

Central Bank & Trust reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $634K and leaving 19,031 shares worth $20.3M. The position accounts for 2.87% of the portfolio, ranked #6.

Central Bank & Trust first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Central Bank & Trust held 19,031 shares of Caterpillar worth $20.3M as of Q2 2026.
  • Central Bank & Trust sold 722 Caterpillar shares in Q2 2026, an estimated $634K.
  • Caterpillar made up 2.87% of Central Bank & Trust's portfolio in Q2 2026, its #6 holding.
  • Central Bank & Trust first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Central Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.