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Emprise Bank’s Caterpillar CAT Stock Holding History

Emprise 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 		$4.73M Sell
4,445
-47
-1% -$41.3K 1.74% 13
2026
Q1 		$3.18M Sell
4,492
-147
-3% -$102K 1.28% 18
2025
Q4 		$2.66M Hold
4,639
– – 1.1% 20
2025
Q3 		$2.21M Sell
4,639
-37
-0.8% -$15.8K 0.96% 22
2025
Q2 		$1.82M Buy
4,676
+156
+3% +$52K 0.87% 24
2025
Q1 		$1.49M Sell
4,520
-25
-0.6% -$8.9K 0.8% 25
2024
Q4 		$1.65M Sell
4,545
-168
-4% -$65.2K 0.93% 24
2024
Q3 		$1.84M Sell
4,713
-184
-4% -$63.5K 1.06% 24
2024
Q2 		$1.63M Sell
4,897
-23
-0.5% -$7.97K 1.01% 23
2024
Q1 		$1.8M Buy
+4,920
New +$1.57M 1.21% 20

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

Emprise Bank's CAT Position: Q2 2026 in Review

Emprise Bank reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $41.3K and leaving 4,445 shares worth $4.73M. The position accounts for 1.74% of the portfolio, ranked #13.

Emprise Bank first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Emprise Bank held 4,445 shares of Caterpillar worth $4.73M as of Q2 2026.
  • Emprise Bank sold 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
  • Caterpillar made up 1.74% of Emprise Bank's portfolio in Q2 2026, its #13 holding.
  • Emprise Bank first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.