CCB
CAT icon

Country Club Bank’s Caterpillar CAT Stock Holding History

Country Club 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
2025
Q3 		$7.44M Sell
15,774
-1,356
-8% -$579K 0.44% 57
2025
Q2 		$6.59M Sell
17,130
-116
-0.7% -$38.7K 0.41% 61
2025
Q1 		$5.69M Buy
17,246
+185
+1% +$65.9K 0.38% 70
2024
Q4 		$6.19M Sell
17,061
-25
-0.1% -$9.7K 0.41% 60
2024
Q3 		$6.68M Sell
17,086
-96
-0.6% -$33.2K 0.45% 64
2024
Q2 		$5.63M Sell
17,182
-185
-1% -$64.1K 0.39% 69
2024
Q1 		$6.36M Sell
17,367
-102
-0.6% -$32.6K 0.45% 63
2023
Q4 		$5.19M Sell
17,469
-23
-0.1% -$5.97K 0.39% 73
2023
Q3 		$4.83M Sell
17,492
-1,182
-6% -$321K 0.39% 73
2023
Q2 		$4.56M Buy
18,674
+624
+3% +$139K 0.36% 81
2023
Q1 		$4.05M Buy
18,050
+1,098
+6% +$265K 0.33% 88
2022
Q4 		$4.06M Buy
16,952
+867
+5% +$189K 0.35% 82
2022
Q3 		$2.67M Buy
16,085
+1,431
+10% +$261K 0.26% 96
2022
Q2 		$2.69M Sell
14,654
-349
-2% -$73.5K 0.25% 97
2022
Q1 		$3.35M Buy
+15,003
New +$3.15M 0.29% 85

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Country Club Bank's CAT Position: Q3 2025 in Review

Country Club Bank reduced its Caterpillar (CAT) stake by 7.9% in Q3 2025, selling an estimated $579K and leaving 15,774 shares worth $7.44M. The position accounts for 0.44% of the portfolio, ranked #57.

Country Club Bank first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. 3,144 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Country Club Bank held 15,774 shares of Caterpillar worth $7.44M as of Q3 2025.
  • Country Club Bank sold 1,356 Caterpillar shares in Q3 2025, an estimated $579K.
  • Caterpillar made up 0.44% of Country Club Bank's portfolio in Q3 2025, its #57 holding.
  • Country Club Bank first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
  • 3,144 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.