EFSCE
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Enterprise Financial Services Corp (EFSC)’s Caterpillar CAT Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q1 		$813K Sell
1,148
-13
-1% -$9K 0.41% 56
2025
Q4 		$665K Sell
1,161
-2
-0.2% -$1.11K 0.34% 63
2025
Q3 		$555K Sell
1,163
-192
-14% -$82K 0.29% 74
2025
Q2 		$526K Sell
1,355
-22
-2% -$7.33K 0.28% 74
2025
Q1 		$454K Buy
1,377
+22
+2% +$7.84K 0.27% 79
2024
Q4 		$492K Buy
1,355
+142
+12% +$55.1K 0.27% 74
2024
Q3 		$474K Sell
1,213
-199
-14% -$68.7K 0.28% 76
2024
Q2 		$470K Buy
1,412
+29
+2% +$10.1K 0.29% 74
2024
Q1 		$507K Sell
1,383
-39
-3% -$12.5K 0.31% 72
2023
Q4 		$420K Sell
1,422
-52
-4% -$13.5K 0.26% 84
2023
Q3 		$402K Buy
1,474
+78
+6% +$21.2K 0.28% 77
2023
Q2 		$343K Buy
1,396
+15
+1% +$3.34K 0.22% 95
2023
Q1 		$316K Sell
1,381
-16
-1% -$3.87K 0.21% 104
2022
Q4 		$335K Buy
1,397
+43
+3% +$9.36K 0.23% 98
2022
Q3 		$222K Sell
1,354
-10
-0.7% -$1.83K 0.17% 126
2022
Q2 		$244K Sell
1,364
-40
-3% -$8.43K 0.05% 235
2022
Q1 		$313K Buy
1,404
+22
+2% +$4.61K 0.05% 221
2021
Q4 		$286K Sell
1,382
-1,278
-48% -$257K 0.04% 244
2021
Q3 		$511K Buy
2,660
+1,949
+274% +$406K 0.07% 184
2021
Q2 		$156K Sell
711
-206
-22% -$47.6K 0.02% 243
2021
Q1 		$212K Buy
917
+27
+3% +$5.59K 0.04% 217
2020
Q4 		$162K Sell
890
-230
-21% -$39K 0.03% 224
2020
Q3 		$167K Sell
1,120
-30
-3% -$4.21K 0.03% 226
2020
Q2 		$146K Buy
1,150
+524
+84% +$62.1K 0.03% 230
2020
Q1 		$73K Sell
626
-59
-9% -$7.54K 0.02% 300
2019
Q4 		$101K Sell
685
-523
-43% -$73K 0.02% 294
2019
Q3 		$153K Sell
1,208
-3,518
-74% -$447K 0.03% 238
2019
Q2 		$644K Sell
4,726
-49
-1% -$6.47K 0.14% 106
2019
Q1 		$647K Buy
4,775
+3,889
+439% +$517K 0.14% 107
2018
Q4 		$113K Sell
886
-41
-4% -$5.33K 0.07% 166
2018
Q3 		$141K Sell
927
-130
-12% -$18.4K 0.07% 163
2018
Q2 		$143K Buy
1,057
+349
+49% +$52.1K 0.07% 163
2018
Q1 		$104K Buy
708
+56
+9% +$8.84K 0.05% 188
2017
Q4 		$103K Sell
652
-109
-14% -$15.1K 0.05% 199
2017
Q3 		$95K Hold
761
– – 0.05% 205
2017
Q2 		$82K Sell
761
-308
-29% -$31.3K 0.04% 218
2017
Q1 		$99K Sell
1,069
-152
-12% -$14.4K 0.05% 199
2016
Q4 		$113K Buy
1,221
+17
+1% +$1.54K 0.06% 182
2016
Q3 		$107K Buy
1,204
+79
+7% +$6.46K 0.06% 183
2016
Q2 		$85K Sell
1,125
-41
-4% -$3.07K 0.05% 190
2016
Q1 		$89K Buy
1,166
+138
+13% +$9.26K 0.05% 183
2015
Q4 		$70K Buy
1,028
+134
+15% +$9.37K 0.04% 203
2015
Q3 		$58K Buy
894
+147
+20% +$11.2K 0.04% 211
2015
Q2 		$63K Sell
747
-6
-0.8% -$516 0.04% 216
2015
Q1 		$60K Buy
753
+145
+24% +$12K 0.04% 231
2014
Q4 		$56K Hold
608
– – 0.03% 239
2014
Q3 		$60K Hold
608
– – 0.04% 231
2014
Q2 		$66K Sell
608
-100
-14% -$10.5K 0.04% 226
2014
Q1 		$70K Sell
708
-82
-10% -$7.73K 0.04% 205
2013
Q4 		$72K Sell
790
-89
-10% -$7.6K 0.04% 202
2013
Q3 		$73K Buy
879
+52
+6% +$4.4K 0.05% 184
2013
Q2 		$68K Buy
+827
New +$70.3K 0.05% 176

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s CAT Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $9K and leaving 1,148 shares worth $813K. The position accounts for 0.41% of the portfolio, ranked #56.

Enterprise Financial Services Corp (EFSC) first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 1,148 shares of Caterpillar worth $813K as of Q1 2026.
  • Enterprise Financial Services Corp (EFSC) sold 13 Caterpillar shares in Q1 2026, an estimated $9K.
  • Caterpillar made up 0.41% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #56 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.