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Citizens Business Bank’s Caterpillar CAT Stock Holding History

Citizens Business 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 		$1.76M Buy
1,654
+6
+0.4% +$5.27K 0.27% 65
2026
Q1 		$1.17M Sell
1,648
-15
-0.9% -$10.4K 0.19% 71
2025
Q4 		$953K Sell
1,663
-3
-0.2% -$1.67K 0.16% 72
2025
Q3 		$795K Sell
1,666
-20
-1% -$8.54K 0.13% 82
2025
Q2 		$655K Buy
1,686
+35
+2% +$11.7K 0.13% 77
2025
Q1 		$545K Buy
1,651
+1,084
+191% +$386K 0.12% 84
2024
Q4 		$560K Sell
567
-989
-64% -$384K 0.1% 84
2024
Q3 		$609K Sell
1,556
-429
-22% -$148K 0.12% 86
2024
Q2 		$661K Buy
1,985
+872
+78% +$302K 0.14% 84
2024
Q1 		$408K Buy
1,113
+120
+12% +$38.4K 0.09% 93
2023
Q4 		$294K Hold
993
– – 0.06% 98
2023
Q3 		$271K Sell
993
-60
-6% -$16.3K 0.06% 97
2023
Q2 		$259K Buy
+1,053
New +$235K 0.06% 99

Other funds holding CAT

BlackRock
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

Citizens Business Bank's CAT Position: Q2 2026 in Review

Citizens Business Bank increased its Caterpillar (CAT) stake by 0.36% in Q2 2026, buying an estimated $5.27K and bringing the position to 1,654 shares worth $1.76M. The position accounts for 0.27% of the portfolio, ranked #65.

Citizens Business Bank first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Citizens Business Bank held 1,654 shares of Caterpillar worth $1.76M as of Q2 2026.
  • Citizens Business Bank bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.27% of Citizens Business Bank's portfolio in Q2 2026, its #65 holding.
  • Citizens Business Bank first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.