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

CoreFirst 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 		$483K Sell
454
-10
-2% -$8.79K 0.24% 71
2026
Q1 		$329K Sell
464
-109
-19% -$75.5K 0.17% 91
2025
Q4 		$328K Sell
573
-538
-48% -$299K 0.18% 89
2025
Q3 		$530K Sell
1,111
-20
-2% -$8.54K 0.29% 71
2025
Q2 		$439K Sell
1,131
-105
-8% -$35K 0.25% 77
2025
Q1 		$408K Hold
1,236
– – 0.26% 77
2024
Q4 		$448K Hold
1,236
– – 0.27% 75
2024
Q3 		$483K Hold
1,236
– – 0.28% 76
2024
Q2 		$412K Sell
1,236
-29
-2% -$10.1K 0.28% 80
2024
Q1 		$464K Sell
1,265
-157
-11% -$50.2K 0.29% 76
2023
Q4 		$420K Sell
1,422
-2,530
-64% -$656K 0.28% 80
2023
Q3 		$1.08M Buy
3,952
+9
+0.2% +$2.44K 0.77% 32
2023
Q2 		$970K Sell
3,943
-290
-7% -$64.7K 0.68% 36
2023
Q1 		$969K Sell
4,233
-5
-0.1% -$1.21K 0.71% 35
2022
Q4 		$1.02M Sell
4,238
-1,021
-19% -$222K 0.77% 29
2022
Q3 		$863K Buy
5,259
+69
+1% +$12.6K 0.74% 30
2022
Q2 		$928K Buy
5,190
+315
+6% +$66.4K 0.73% 32
2022
Q1 		$1.09M Hold
4,875
– – 0.74% 30
2021
Q4 		$1.01M Hold
4,875
– – 0.65% 38
2021
Q3 		$936K Hold
4,875
– – 0.65% 40
2021
Q2 		$1.06M Hold
4,875
– – 0.72% 32
2021
Q1 		$1.13M Sell
4,875
-1
-0% -$207 0.78% 28
2020
Q4 		$887K Buy
+4,876
New +$827K 0.66% 34

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

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

CoreFirst Bank & Trust reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $8.79K and leaving 454 shares worth $483K. The position accounts for 0.24% of the portfolio, ranked #71.

CoreFirst Bank & Trust first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2021. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CoreFirst Bank & Trust held 454 shares of Caterpillar worth $483K as of Q2 2026.
  • CoreFirst Bank & Trust sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.24% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #71 holding.
  • CoreFirst Bank & Trust first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • CoreFirst Bank & Trust's Caterpillar position peaked at $1.13M in Q1 2021.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.