CTC
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Cetera Trust Company’s Caterpillar CAT Stock Holding History

Cetera Trust Company’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 		$382K Hold
359
– – 0.19% 95
2026
Q1 		$254K Hold
359
– – 0.14% 132
2025
Q4 		$206K Hold
359
– – 0.11% 161
2025
Q3 		$171K Sell
359
-1,839
-84% -$785K 0.1% 181
2025
Q2 		$853K Hold
2,198
– – 0.51% 48
2025
Q1 		$725K Buy
2,198
+1,839
+512% +$655K 0.46% 52
2024
Q4 		$130K Hold
359
– – 0.08% 186
2024
Q3 		$140K Hold
359
– – 0.09% 193
2024
Q2 		$120K Hold
359
– – 0.08% 196
2024
Q1 		$132K Hold
359
– – 0.08% 191
2023
Q4 		$106K Buy
+359
New +$93.1K 0.07% 195

Other funds holding CAT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Cetera Trust Company's CAT Position: Q2 2026 in Review

Cetera Trust Company held its Caterpillar (CAT) position steady in Q2 2026 at 359 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #95.

Cetera Trust Company first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $853K in Q2 2025. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cetera Trust Company held 359 shares of Caterpillar worth $382K as of Q2 2026.
  • Cetera Trust Company left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.19% of Cetera Trust Company's portfolio in Q2 2026, its #95 holding.
  • Cetera Trust Company first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Caterpillar position peaked at $853K in Q2 2025.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.