FBT
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First Bank & Trust’s Caterpillar CAT Stock Holding History

First Bank & Trust’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 		$904K Buy
849
+223
+36% +$196K 0.13% 122
2026
Q1 		$443K Buy
626
+71
+13% +$49.2K 0.07% 168
2025
Q4 		$318K Buy
555
+41
+8% +$22.8K 0.05% 201
2025
Q3 		$245K Sell
514
-8
-2% -$3.42K 0.04% 232
2025
Q2 		$203K Sell
522
-103
-16% -$34.3K 0.04% 236
2025
Q1 		$206K Sell
625
-57
-8% -$20.3K 0.04% 221
2024
Q4 		$247K Sell
682
-27
-4% -$10.5K 0.05% 206
2024
Q3 		$277K Buy
709
+27
+4% +$9.32K 0.05% 193
2024
Q2 		$227K Sell
682
-34
-5% -$11.8K 0.05% 201
2024
Q1 		$262K Buy
+716
New +$229K 0.05% 193
2022
Q3 		– Sell
-110
Closed -$20K – 216
2022
Q2 		$20K Buy
110
+80
+267% +$16.9K 0.01% 312
2022
Q1 		$7K Buy
+30
New +$6.29K ﹤0.01% 360
2020
Q2 		– Sell
-122
Closed -$14K – 394
2020
Q1 		$14K Sell
122
-201
-62% -$25.7K 0.01% 296
2019
Q4 		$48K Sell
323
-1,277
-80% -$178K 0.03% 249
2019
Q3 		$202K Buy
1,600
+1,590
+15,900% +$202K 0.15% 138
2019
Q2 		$1K Buy
+10
New +$1.32K ﹤0.01% 436
2019
Q1 		– Sell
-27
Closed -$3K – 279
2018
Q4 		$3K Hold
27
– – ﹤0.01% 248
2018
Q3 		$4K Hold
27
– – ﹤0.01% 241
2018
Q2 		$4K Hold
27
– – ﹤0.01% 237
2018
Q1 		$4K Buy
+27
New +$4.26K ﹤0.01% 235
2017
Q4 		– Sell
-1
Closed – – 278
2017
Q3 		$0 Buy
+1
New +$115 ﹤0.01% 275

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

First Bank & Trust's CAT Position: Q2 2026 in Review

First Bank & Trust increased its Caterpillar (CAT) stake by 36% in Q2 2026, buying an estimated $196K and bringing the position to 849 shares worth $904K. The position accounts for 0.13% of the portfolio, ranked #122.

First Bank & Trust first reported a position in CAT in Q3 2017 and has held it in 21 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • First Bank & Trust held 849 shares of Caterpillar worth $904K as of Q2 2026.
  • First Bank & Trust bought 223 Caterpillar shares in Q2 2026, an estimated $196K.
  • Caterpillar made up 0.13% of First Bank & Trust's portfolio in Q2 2026, its #122 holding.
  • First Bank & Trust first reported a position in Caterpillar in Q3 2017 and has held it in 21 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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