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Community Bank & Trust (Waco, Texas)’s Caterpillar CAT Stock Holding History

Community Bank & Trust (Waco, Texas)’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 		$16.6M Sell
23,421
-307
-1% -$213K 3.29% 3
2025
Q4 		$13.6M Sell
23,728
-1,044
-4% -$580K 2.79% 6
2025
Q3 		$11.8M Sell
24,772
-153
-0.6% -$65.3K 2.44% 9
2025
Q2 		$9.68M Buy
24,925
+50
+0.2% +$16.7K 2.19% 10
2025
Q1 		$8.2M Sell
24,875
-854
-3% -$304K 1.93% 14
2024
Q4 		$9.33M Sell
25,729
-183
-0.7% -$71K 2.13% 10
2024
Q3 		$10.1M Buy
25,912
+59
+0.2% +$20.4K 2.28% 8
2024
Q2 		$8.61M Buy
25,853
+46
+0.2% +$15.9K 2.15% 12
2024
Q1 		$9.46M Buy
25,807
+51
+0.2% +$16.3K 2.32% 11
2023
Q4 		$7.62M Buy
25,756
+2,905
+13% +$754K 2.08% 9
2023
Q3 		$3.75M Sell
22,851
-1,774
-7% -$481K 1.33% 31
2023
Q2 		$6.06M Buy
24,625
+2,204
+10% +$491K 1.82% 13
2023
Q1 		$5.13M Sell
22,421
-338
-1% -$81.7K 1.63% 22
2022
Q4 		$5.45M Sell
22,759
-92
-0.4% -$20K 1.78% 18
2022
Q3 		$3.75M Buy
22,851
+204
+0.9% +$37.3K 1.33% 31
2022
Q2 		$4.05M Buy
22,647
+284
+1% +$59.8K 1.34% 32
2022
Q1 		$4.98M Buy
22,363
+1,041
+5% +$218K 1.43% 24
2021
Q4 		$4.41M Buy
21,322
+564
+3% +$114K 1.3% 27
2021
Q3 		$3.98M Buy
20,758
+98
+0.5% +$20.4K 1.3% 28
2021
Q2 		$4.5M Buy
20,660
+111
+0.5% +$25.6K 1.47% 24
2021
Q1 		$4.76M Sell
20,549
-852
-4% -$176K 1.61% 17
2020
Q4 		$3.9K Buy
21,401
+1,333
+7% +$226K 1.37% 25
2020
Q3 		$2.99M Buy
20,068
+665
+3% +$93.4K 1.19% 29
2020
Q2 		$2.45M Sell
19,403
-203
-1% -$24.1K 1.03% 34
2020
Q1 		$2.27M Buy
19,606
+212
+1% +$27.1K 1.14% 32
2019
Q4 		$2.86M Buy
19,394
+754
+4% +$105K 1.14% 36
2019
Q3 		$2.35M Buy
18,640
+169
+0.9% +$21.5K 1.01% 39
2019
Q2 		$2.52M Buy
18,471
+125
+0.7% +$16.5K 1.08% 37
2019
Q1 		$2.49M Buy
18,346
+840
+5% +$112K 1.09% 38
2018
Q4 		$2.23M Sell
17,506
-115
-0.7% -$15K 1.08% 36
2018
Q3 		$2.69M Buy
17,621
+145
+0.8% +$20.5K 1.12% 36
2018
Q2 		$2.37M Sell
17,476
-6
-0% -$897 1.07% 36
2018
Q1 		$2.58M Buy
17,482
+201
+1% +$31.7K 1.18% 36
2017
Q4 		$2.72M Buy
17,281
+365
+2% +$50.6K 1.19% 34
2017
Q3 		$2.11M Sell
16,916
-80
-0.5% -$9.21K 0.98% 43
2017
Q2 		$1.83M Sell
16,996
-419
-2% -$42.6K 0.88% 46
2017
Q1 		$1.61M Sell
17,415
-5
-0% -$473 0.79% 49
2016
Q4 		$1.62M Sell
17,420
-800
-4% -$72.5K 0.84% 47
2016
Q3 		$1.62M Sell
18,220
-305
-2% -$25K 0.88% 48
2016
Q2 		$1.4M Sell
18,525
-1,520
-8% -$114K 0.77% 49
2016
Q1 		$1.53M Sell
20,045
-10,586
-35% -$710K 0.87% 47
2015
Q4 		$2.08M Buy
+30,631
New +$2.14M 1.22% 32

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

Community Bank & Trust (Waco, Texas)'s CAT Position: Q1 2026 in Review

Community Bank & Trust (Waco, Texas) reduced its Caterpillar (CAT) stake by 1.3% in Q1 2026, selling an estimated $213K and leaving 23,421 shares worth $16.6M. The position accounts for 3.29% of the portfolio, ranked #3.

Community Bank & Trust (Waco, Texas) first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Community Bank & Trust (Waco, Texas) held 23,421 shares of Caterpillar worth $16.6M as of Q1 2026.
  • Community Bank & Trust (Waco, Texas) sold 307 Caterpillar shares in Q1 2026, an estimated $213K.
  • Caterpillar made up 3.29% of Community Bank & Trust (Waco, Texas)'s portfolio in Q1 2026, its #3 holding.
  • Community Bank & Trust (Waco, Texas) first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2026, filed 17 Apr 2026.