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 Q3	$6.13M	Buy	7,561 +89	+1%	+$75.5K	3.79%	3
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 $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Exchange Bank's CAT Position: Q3 2026 in Review

Exchange Bank increased its Caterpillar (CAT) stake by 1.2% in Q3 2026, buying an estimated $75.5K and bringing the position to 7,561 shares worth $6.13M. The position accounts for 3.79% of the portfolio, ranked #3.

Exchange Bank first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.96M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Exchange Bank held 7,561 shares of Caterpillar worth $6.13M as of Q3 2026.
Exchange Bank bought 89 Caterpillar shares in Q3 2026, an estimated $75.5K.
Caterpillar made up 3.79% of Exchange Bank's portfolio in Q3 2026, its #3 holding.
Exchange Bank first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
Exchange Bank's Caterpillar position peaked at $7.96M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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