Exchange Bank’s Caterpillar CAT Stock Holding History

Exchange 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	$7.96M	Hold	7,472	–	–	4.95%	2
2026 Q1	$5.29M	Sell	7,472 -815	-10%	-$564K	3.67%	4
2025 Q4	$4.75M	Buy	8,287 +49	+0.6%	+$27.2K	3.28%	5
2025 Q3	$3.93M	Buy	8,238 +663	+9%	+$283K	2.73%	6
2025 Q2	$2.94M	Hold	7,575	–	–	2.33%	12
2025 Q1	$2.5M	Hold	7,575	–	–	2.02%	13
2024 Q4	$2.75M	Sell	7,575 -3	-0%	-$1.16K	2.21%	12
2024 Q3	$2.96M	Hold	7,578	–	–	2.42%	11
2024 Q2	$2.52M	Hold	7,578	–	–	2.15%	11
2024 Q1	$2.78M	Hold	7,578	–	–	2.28%	11
2023 Q4	$2.24M	Sell	7,578 -49	-0.6%	-$12.7K	1.94%	12
2023 Q3	$2.08M	Sell	7,627 -219	-3%	-$59.4K	2%	11
2023 Q2	$1.93M	Buy	+7,846	New	+$1.75M	1.87%	15

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Exchange Bank's CAT Position: Q2 2026 in Review

Exchange Bank held its Caterpillar (CAT) position steady in Q2 2026 at 7,472 shares worth $7.96M. The position accounts for 4.95% of the portfolio, ranked #2.

Exchange Bank first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Exchange Bank held 7,472 shares of Caterpillar worth $7.96M as of Q2 2026.
Exchange Bank left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 4.95% of Exchange Bank's portfolio in Q2 2026, its #2 holding.
Exchange Bank first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.