First Bankers Trust’s Caterpillar CAT Stock Holding History

First Bankers 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	$871K	Sell	818 -19	-2%	-$16.7K	0.27%	87
2026 Q1	$593K	Sell	837 -211	-20%	-$146K	0.2%	101
2025 Q4	$600K	Hold	1,048	–	–	0.2%	97
2025 Q3	$500K	Hold	1,048	–	–	0.17%	102
2025 Q2	$407K	Hold	1,048	–	–	0.15%	105
2025 Q1	$346K	Sell	1,048 -15	-1%	-$5.34K	0.14%	111
2024 Q4	$386K	Hold	1,063	–	–	0.15%	102
2024 Q3	$416K	Hold	1,063	–	–	0.16%	99
2024 Q2	$354K	Hold	1,063	–	–	0.15%	104
2024 Q1	$390K	Buy	1,063 +72	+7%	+$23K	0.17%	99
2023 Q4	$293K	Hold	991	–	–	0.14%	105
2023 Q3	$271K	Hold	991	–	–	0.14%	105
2023 Q2	$244K	Hold	991	–	–	0.12%	110
2023 Q1	$227K	Hold	991	–	–	0.11%	111
2022 Q4	$237K	Buy	+991	New	+$216K	0.12%	109
2022 Q2	–	Sell	-991	Closed	-$221K	–	114
2022 Q1	$221K	Hold	991	–	–	0.1%	115
2021 Q4	$205K	Buy	+991	New	+$200K	0.09%	116
2021 Q3	–	Sell	-1,191	Closed	-$259K	–	116
2021 Q2	$259K	Sell	1,191 -200	-14%	-$46.2K	0.13%	111
2021 Q1	$323K	Hold	1,391	–	–	0.13%	101
2020 Q4	$253K	Hold	1,391	–	–	0.1%	110
2020 Q3	$207K	Buy	+1,391	New	+$195K	0.09%	113
2020 Q1	–	Sell	-1,391	Closed	-$205K	–	116
2019 Q4	$205K	Buy	+1,391	New	+$194K	0.09%	121
2019 Q3	–	Sell	-1,626	Closed	-$222K	–	127
2019 Q2	$222K	Sell	1,626 -391	-19%	-$51.7K	0.1%	123
2019 Q1	$273K	Sell	2,017 -2,017	-50%	-$268K	0.13%	117
2018 Q4	$513K	Buy	4,034 +1,937	+92%	+$252K	0.13%	115
2018 Q3	$320K	Sell	2,097 -100	-5%	-$14.1K	0.15%	112
2018 Q2	$298K	Sell	2,197 -206	-9%	-$30.8K	0.15%	108
2018 Q1	$354K	Hold	2,403	–	–	0.19%	97
2017 Q4	$379K	Hold	2,403	–	–	0.19%	98
2017 Q3	$300K	Buy	2,403 +6	+0.3%	+$691	0.16%	101
2017 Q2	$258K	Sell	2,397 -59	-2%	-$5.99K	0.14%	106
2017 Q1	$228K	Sell	2,456 -50	-2%	-$4.73K	0.12%	117
2016 Q4	$232K	Sell	2,506 -422	-14%	-$38.2K	0.13%	120
2016 Q3	$260K	Sell	2,928 -3,052	-51%	-$250K	0.15%	108
2016 Q2	$453K	Sell	5,980 -665	-10%	-$49.8K	0.25%	84
2016 Q1	$509K	Buy	6,645 +900	+16%	+$60.4K	0.21%	100
2015 Q4	$390K	Sell	5,745 -1,285	-18%	-$89.8K	0.17%	107
2015 Q3	$459K	Sell	7,030 -200	-3%	-$15.3K	0.21%	99
2015 Q2	$613K	Hold	7,230	–	–	0.26%	88
2015 Q1	$579K	Hold	7,230	–	–	0.25%	94
2014 Q4	$662K	Sell	7,230 -400	-5%	-$38.9K	0.29%	86
2014 Q3	$756K	Buy	7,630 +75	+1%	+$7.95K	0.33%	81
2014 Q2	$821K	Sell	7,555 -30	-0.4%	-$3.15K	0.36%	77
2014 Q1	$754K	Buy	7,585 +350	+5%	+$33K	0.35%	77
2013 Q4	$657K	Buy	7,235 +1,345	+23%	+$115K	0.31%	81
2013 Q3	$491K	Buy	5,890 +1,275	+28%	+$108K	0.26%	93
2013 Q2	$381K	Buy	+4,615	New	+$392K	0.21%	104

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

First Bankers Trust's CAT Position: Q2 2026 in Review

First Bankers Trust reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $16.7K and leaving 818 shares worth $871K. The position accounts for 0.27% of the portfolio, ranked #87.

First Bankers Trust first reported a position in CAT in Q2 2013 and has held it in 47 quarters since. 1,402 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Bankers Trust held 818 shares of Caterpillar worth $871K as of Q2 2026.
First Bankers Trust sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
Caterpillar made up 0.27% of First Bankers Trust's portfolio in Q2 2026, its #87 holding.
First Bankers Trust first reported a position in Caterpillar in Q2 2013 and has held it in 47 quarters since.
1,402 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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