Dakota Community Bank & Trust’s Caterpillar CAT Stock Holding History

Dakota Community 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	$593K	Sell	557 -16	-3%	-$14.1K	1.84%	13
2026 Q1	$406K	Sell	573 -40	-7%	-$27.7K	1.37%	17
2025 Q4	$351K	Hold	613	–	–	1.2%	21
2025 Q3	$292K	Buy	613 +31	+5%	+$13.2K	1.15%	29
2025 Q2	$226K	Buy	582 +39	+7%	+$13K	1.01%	37
2025 Q1	$179K	Buy	543 +35	+7%	+$12.5K	0.86%	48
2024 Q4	$184K	Buy	508 +15	+3%	+$5.82K	0.88%	50
2024 Q3	$193K	Hold	493	–	–	0.97%	43
2024 Q2	$164K	Sell	493 -20	-4%	-$6.93K	0.88%	44
2024 Q1	$188K	Sell	513 -17	-3%	-$5.43K	1.02%	38
2023 Q4	$157K	Buy	530 +31	+6%	+$8.04K	0.88%	42
2023 Q3	$136K	Sell	499 -6	-1%	-$1.63K	0.87%	45
2023 Q2	$124K	Sell	505 -60	-11%	-$13.4K	0.73%	50
2023 Q1	$129K	Hold	565	–	–	0.8%	52
2022 Q4	$135K	Hold	565	–	–	0.77%	51
2022 Q3	$93K	Buy	+565	New	+$103K	0.65%	60

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Dakota Community Bank & Trust reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $14.1K and leaving 557 shares worth $593K. The position accounts for 1.84% of the portfolio, ranked #13.

Dakota Community Bank & Trust first reported a position in CAT in Q3 2022 and has held it in 16 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Dakota Community Bank & Trust held 557 shares of Caterpillar worth $593K as of Q2 2026.
Dakota Community Bank & Trust sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
Caterpillar made up 1.84% of Dakota Community Bank & Trust's portfolio in Q2 2026, its #13 holding.
Dakota Community Bank & Trust first reported a position in Caterpillar in Q3 2022 and has held it in 16 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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