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 Q3	$3.54M	Sell	4,370 -75	-2%	-$63.6K	1.35%	18
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%	-$7.98K	1.01%	23
2024 Q1	$1.8M	Buy	+4,920	New	+$1.57M	1.21%	20

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Emprise Bank's CAT Position: Q3 2026 in Review

Emprise Bank reduced its Caterpillar (CAT) stake by 1.7% in Q3 2026, selling an estimated $63.6K and leaving 4,370 shares worth $3.54M. The position accounts for 1.35% of the portfolio, ranked #18.

Emprise Bank first reported a position in CAT in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.73M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Emprise Bank held 4,370 shares of Caterpillar worth $3.54M as of Q3 2026.
Emprise Bank sold 75 Caterpillar shares in Q3 2026, an estimated $63.6K.
Caterpillar made up 1.35% of Emprise Bank's portfolio in Q3 2026, its #18 holding.
Emprise Bank first reported a position in Caterpillar in Q1 2024 and has held it in 11 quarters since.
Emprise Bank's Caterpillar position peaked at $4.73M in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Emprise Bank's 13F filing for Q3 2026, filed 7 Oct 2026.