FMTC
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Farmers & Merchants Trust Company’s Caterpillar CAT Stock Holding History

Farmers & Merchants Trust Company’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 		$655K Buy
615
+24
+4% +$21.1K 0.14% 99
2026
Q1 		$419K Buy
591
+117
+25% +$81K 0.1% 119
2025
Q4 		$272K Sell
474
-1,294
-73% -$719K 0.06% 150
2025
Q3 		$844K Sell
1,768
-129
-7% -$55.1K 0.18% 92
2025
Q2 		$736K Buy
+1,897
New +$632K 0.16% 111
2025
Q1 		– Sell
-581
Closed -$211K – 193
2024
Q4 		$211K Buy
+581
New +$225K 0.05% 183
2024
Q2 		– Sell
-670
Closed -$246K – 189
2024
Q1 		$246K Buy
+670
New +$214K 0.06% 171
2023
Q1 		– Sell
-894
Closed -$214K – 180
2022
Q4 		$214K Buy
+894
New +$195K 0.06% 154

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Farmers & Merchants Trust Company's CAT Position: Q2 2026 in Review

Farmers & Merchants Trust Company increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 615 shares worth $655K. The position accounts for 0.14% of the portfolio, ranked #99.

Farmers & Merchants Trust Company first reported a position in CAT in Q4 2022 and has held it in 8 quarters since. The position peaked at $844K in Q3 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Farmers & Merchants Trust Company held 615 shares of Caterpillar worth $655K as of Q2 2026.
  • Farmers & Merchants Trust Company bought 24 Caterpillar shares in Q2 2026, an estimated $21.1K.
  • Caterpillar made up 0.14% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #99 holding.
  • Farmers & Merchants Trust Company first reported a position in Caterpillar in Q4 2022 and has held it in 8 quarters since.
  • Farmers & Merchants Trust Company's Caterpillar position peaked at $844K in Q3 2025.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.