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

Crews 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 		$1.15M Sell
1,077
-10
-0.9% -$8.79K 0.15% 85
2026
Q1 		$770K Sell
1,087
-47
-4% -$32.6K 0.11% 108
2025
Q4 		$650K Sell
1,134
-50
-4% -$27.8K 0.09% 121
2025
Q3 		$565K Buy
1,184
+8
+0.7% +$3.42K 0.08% 135
2025
Q2 		$457K Buy
1,176
+162
+16% +$54K 0.07% 146
2025
Q1 		$334K Buy
1,014
+195
+24% +$69.5K 0.06% 174
2024
Q4 		$297K Buy
+819
New +$318K 0.05% 183

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Crews Bank & Trust reduced its Caterpillar (CAT) stake by 0.92% in Q2 2026, selling an estimated $8.79K and leaving 1,077 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #85.

Crews Bank & Trust first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crews Bank & Trust held 1,077 shares of Caterpillar worth $1.15M as of Q2 2026.
  • Crews Bank & Trust sold 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.15% of Crews Bank & Trust's portfolio in Q2 2026, its #85 holding.
  • Crews Bank & Trust first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.