CBB
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citizens Business Bank's CAT Position: Q1 2026 in Review

Citizens Business Bank reduced its Caterpillar (CAT) stake by 0.9% in Q1 2026, selling an estimated $10.4K and leaving 1,648 shares worth $1.17M. The position accounts for 0.19% of the portfolio, ranked #71.

Citizens Business Bank first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Citizens Business Bank held 1,648 shares of Caterpillar worth $1.17M as of Q1 2026.
  • Citizens Business Bank sold 15 Caterpillar shares in Q1 2026, an estimated $10.4K.
  • Caterpillar made up 0.19% of Citizens Business Bank's portfolio in Q1 2026, its #71 holding.
  • Citizens Business Bank first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.