First American Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Sell |
17,515
-7,034
| -29% | -$4.87M | 0.83% | 30 |
|
|
2025
Q4 | $14.1M | Sell |
24,549
-141
| -0.6% | -$78.4K | 0.97% | 25 |
|
|
2025
Q3 | $11.8M | Buy |
24,690
+26
| +0.1% | +$11.1K | 0.86% | 31 |
|
|
2025
Q2 | $9.57M | Sell |
24,664
-94
| -0.4% | -$31.3K | 0.76% | 40 |
|
|
2025
Q1 | $8.17M | Sell |
24,758
-6,432
| -21% | -$2.29M | 0.75% | 42 |
|
|
2024
Q4 | $11.3M | Buy |
31,190
+1,075
| +4% | +$417K | 1.13% | 24 |
|
|
2024
Q3 | $11.8M | Sell |
30,115
-3,157
| -9% | -$1.09M | 1.17% | 22 |
|
|
2024
Q2 | $11.1M | Buy |
33,272
+1,372
| +4% | +$476K | 1.11% | 23 |
|
|
2024
Q1 | $11.7M | Buy |
31,900
+1,215
| +4% | +$388K | 1.23% | 18 |
|
|
2023
Q4 | $9.07M | Buy |
30,685
+254
| +0.8% | +$65.9K | 1.12% | 24 |
|
|
2023
Q3 | $8.31M | Sell |
30,431
-785
| -3% | -$213K | 1.18% | 28 |
|
|
2023
Q2 | $7.68M | Sell |
31,216
-420
| -1% | -$93.6K | 1.06% | 32 |
|
|
2023
Q1 | $7.24M | Sell |
31,636
-8,425
| -21% | -$2.04M | 1.07% | 33 |
|
|
2022
Q4 | $9.6M | Buy |
40,061
+1,170
| +3% | +$255K | 1.49% | 20 |
|
|
2022
Q3 | $6.38M | Sell |
38,891
-9,810
| -20% | -$1.79M | 1.07% | 31 |
|
|
2022
Q2 | $8.71M | Buy |
48,701
+2,675
| +6% | +$564K | 1.38% | 21 |
|
|
2022
Q1 | $10.3M | Buy |
46,026
+2,718
| +6% | +$570K | 1.42% | 18 |
|
|
2021
Q4 | $8.95M | Buy |
43,308
+1,083
| +3% | +$218K | 1.22% | 26 |
|
|
2021
Q3 | $8.11M | Buy |
42,225
+1,727
| +4% | +$360K | 1.22% | 24 |
|
|
2021
Q2 | $8.81M | Sell |
40,498
-935
| -2% | -$216K | 1.38% | 17 |
|
|
2021
Q1 | $9.61M | Buy |
41,433
+6,406
| +18% | +$1.33M | 1.52% | 14 |
|
|
2020
Q4 | $6.38M | Buy |
35,027
+116
| +0.3% | +$19.7K | 1.06% | 34 |
|
|
2020
Q3 | $5.21M | Buy |
+34,911
| New | +$4.9M | 0.93% | 40 |
|
|
2018
Q1 | – | Sell |
-1,291
| Closed | -$204K | – | 129 |
|
|
2017
Q4 | $204K | Buy |
+1,291
| New | +$179K | 0.05% | 115 |
|
|
2017
Q2 | – | Sell |
-2,949
| Closed | -$274K | – | 112 |
|
|
2017
Q1 | $274K | Sell |
2,949
-27,174
| -90% | -$2.57M | 0.08% | 91 |
|
|
2016
Q4 | $2.79M | Sell |
30,123
-13,535
| -31% | -$1.23M | 0.86% | 49 |
|
|
2016
Q3 | $3.88M | Buy |
43,658
+8,608
| +25% | +$704K | 1.21% | 33 |
|
|
2016
Q2 | $2.66M | Sell |
35,050
-2,371
| -6% | -$178K | 0.94% | 49 |
|
|
2016
Q1 | $2.86M | Buy |
+37,421
| New | +$2.51M | 1% | 46 |
|
|
2013
Q3 | – | Sell |
-2,770
| Closed | -$229K | – | 132 |
|
|
2013
Q2 | $229K | Buy |
+2,770
| New | +$236K | 0.09% | 112 |
|
Other funds holding CAT
VCM
VPM
First American Trust's CAT Position: Q1 2026 in Review
First American Trust reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $4.87M and leaving 17,515 shares worth $12.4M. The position accounts for 0.83% of the portfolio, ranked #30.
First American Trust first reported a position in CAT in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.1M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- First American Trust held 17,515 shares of Caterpillar worth $12.4M as of Q1 2026.
- First American Trust sold 7,034 Caterpillar shares in Q1 2026, an estimated $4.87M.
- Caterpillar made up 0.83% of First American Trust's portfolio in Q1 2026, its #30 holding.
- First American Trust first reported a position in Caterpillar in Q2 2013 and has held it in 30 quarters since.
- First American Trust's Caterpillar position peaked at $14.1M in Q4 2025.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.