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Country Trust Bank’s Caterpillar CAT Stock Holding History

Country Trust 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 		$83.2M Buy
78,146
+5,720
+8% +$5.02M 1.46% 22
2026
Q1 		$51.3M Sell
72,426
-6,484
-8% -$4.49M 0.98% 23
2025
Q4 		$45.2M Sell
78,910
-9,994
-11% -$5.55M 0.82% 32
2025
Q3 		$42.4M Sell
88,904
-21,676
-20% -$9.25M 0.93% 32
2025
Q2 		$42.9M Buy
110,580
+8,344
+8% +$2.78M 0.96% 31
2025
Q1 		$33.7M Buy
102,236
+737
+0.7% +$263K 0.85% 43
2024
Q4 		$36.8M Buy
101,499
+7,719
+8% +$2.99M 0.92% 36
2024
Q3 		$36.7M Sell
93,780
-102
-0.1% -$35.2K 0.9% 36
2024
Q2 		$31.3M Sell
93,882
-4,458
-5% -$1.55M 0.79% 42
2024
Q1 		$36M Sell
98,340
-52,819
-35% -$16.9M 0.93% 38
2023
Q4 		$44.7M Sell
151,159
-9,720
-6% -$2.52M 1.24% 23
2023
Q3 		$43.9M Sell
160,879
-27,702
-15% -$7.52M 1.29% 21
2023
Q2 		$46.4M Buy
188,581
+12,267
+7% +$2.74M 1.26% 25
2023
Q1 		$40.3M Sell
176,314
-10,012
-5% -$2.42M 1.15% 29
2022
Q4 		$44.6M Sell
186,326
-28,008
-13% -$6.1M 1.32% 25
2022
Q3 		$35.2M Buy
214,334
+23,199
+12% +$4.24M 1.1% 34
2022
Q2 		$34.2M Buy
191,135
+2,811
+1% +$592K 1.08% 32
2022
Q1 		$42M Sell
188,324
-16,311
-8% -$3.42M 1.17% 25
2021
Q4 		$42.3M Buy
204,635
+4,712
+2% +$949K 1.15% 28
2021
Q3 		$38.4M Buy
199,923
+71,284
+55% +$14.8M 1.12% 26
2021
Q2 		$28M Sell
128,639
-419
-0.3% -$96.8K 0.83% 50
2021
Q1 		$29.9M Sell
129,058
-9,124
-7% -$1.89M 0.96% 41
2020
Q4 		$25.2M Buy
138,182
+180
+0.1% +$30.5K 0.87% 49
2020
Q3 		$20.6M Buy
138,002
+23,193
+20% +$3.26M 0.79% 57
2020
Q2 		$14.5M Sell
114,809
-58,519
-34% -$6.94M 0.58% 64
2020
Q1 		$20.1M Buy
173,328
+813
+0.5% +$104K 0.91% 46
2019
Q4 		$25.5M Sell
172,515
-6,955
-4% -$971K 1% 47
2019
Q3 		$22.7M Buy
179,470
+2,618
+1% +$333K 0.98% 47
2019
Q2 		$24.1M Buy
176,852
+8,183
+5% +$1.08M 1.05% 41
2019
Q1 		$22.9M Sell
168,669
-10,610
-6% -$1.41M 1.02% 47
2018
Q4 		$22.8M Buy
179,279
+14,642
+9% +$1.9M 1.13% 38
2018
Q3 		$25.1M Buy
164,637
+4,895
+3% +$692K 1.16% 33
2018
Q2 		$21.7M Buy
159,742
+29,629
+23% +$4.43M 0.93% 49
2018
Q1 		$19.2M Sell
130,113
-45,310
-26% -$7.15M 0.91% 52
2017
Q4 		$27.6M Sell
175,423
-3,421
-2% -$474K 1.19% 34
2017
Q3 		$22.3M Sell
178,844
-5,605
-3% -$645K 1.01% 45
2017
Q2 		$19.8M Buy
184,449
+40
+0% +$4.06K 0.95% 51
2017
Q1 		$17.1M Buy
184,409
+4,278
+2% +$405K 0.85% 56
2016
Q4 		$16.7M Sell
180,131
-3,498
-2% -$317K 0.85% 56
2016
Q3 		$16.3M Sell
183,629
-6,182
-3% -$506K 0.84% 56
2016
Q2 		$14.4M Sell
189,811
-586
-0.3% -$43.9K 0.77% 60
2016
Q1 		$14.6M Sell
190,397
-470
-0.2% -$31.5K 0.78% 57
2015
Q4 		$13M Buy
190,867
+27,180
+17% +$1.9M 0.71% 59
2015
Q3 		$10.7M Buy
163,687
+1,271
+0.8% +$97.2K 0.59% 66
2015
Q2 		$13.8M Buy
162,416
+740
+0.5% +$63.6K 0.69% 66
2015
Q1 		$12.9M Buy
161,676
+2,550
+2% +$212K 0.65% 66
2014
Q4 		$14.6M Buy
159,126
+3,862
+2% +$376K 0.73% 67
2014
Q3 		$15.4M Buy
155,264
+2,842
+2% +$301K 0.79% 64
2014
Q2 		$16.6M Buy
+152,422
New +$16M 0.83% 63

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Country Trust Bank's CAT Position: Q2 2026 in Review

Country Trust Bank increased its Caterpillar (CAT) stake by 7.9% in Q2 2026, buying an estimated $5.02M and bringing the position to 78,146 shares worth $83.2M. The position accounts for 1.46% of the portfolio, ranked #22.

Country Trust Bank first reported a position in CAT in Q2 2014 and has held it in 49 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Country Trust Bank held 78,146 shares of Caterpillar worth $83.2M as of Q2 2026.
  • Country Trust Bank bought 5,720 Caterpillar shares in Q2 2026, an estimated $5.02M.
  • Caterpillar made up 1.46% of Country Trust Bank's portfolio in Q2 2026, its #22 holding.
  • Country Trust Bank first reported a position in Caterpillar in Q2 2014 and has held it in 49 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.