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First Business Financial Services’s Caterpillar CAT Stock Holding History

First Business Financial Services’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 		$640K Buy
601
+12
+2% +$10.5K 0.05% 106
2026
Q1 		$417K Sell
589
-83
-12% -$57.5K 0.04% 129
2025
Q4 		$385K Sell
672
-13,995
-95% -$7.78M 0.04% 130
2025
Q3 		$7M Hold
14,667
– – 0.64% 19
2025
Q2 		$5.69M Hold
14,667
– – 0.51% 19
2025
Q1 		$4.84M Hold
14,667
– – 0.48% 20
2024
Q4 		$5.32M Buy
14,667
+14,000
+2,099% +$5.43M 0.53% 19
2024
Q3 		$261K Hold
667
– – 0.03% 139
2024
Q2 		$222K Buy
667
+4
+0.6% +$1.39K 0.02% 148
2024
Q1 		$243K Buy
+663
New +$212K 0.03% 148
2015
Q2 		– Sell
-4,297
Closed -$344K – 77
2015
Q1 		$344K Buy
4,297
+271
+7% +$22.5K 0.1% 43
2014
Q4 		$369K Buy
4,026
+327
+9% +$31.8K 0.12% 22
2014
Q3 		$366K Buy
3,699
+394
+12% +$41.8K 0.13% 19
2014
Q2 		$359K Buy
3,305
+342
+12% +$35.9K 0.13% 17
2014
Q1 		$294K Buy
2,963
+518
+21% +$48.9K 0.12% 24
2013
Q4 		$222K Buy
+2,445
New +$209K 0.09% 34

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 Business Financial Services's CAT Position: Q2 2026 in Review

First Business Financial Services increased its Caterpillar (CAT) stake by 2% in Q2 2026, buying an estimated $10.5K and bringing the position to 601 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #106.

First Business Financial Services first reported a position in CAT in Q4 2013 and has held it in 16 quarters since. The position peaked at $7M in Q3 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • First Business Financial Services held 601 shares of Caterpillar worth $640K as of Q2 2026.
  • First Business Financial Services bought 12 Caterpillar shares in Q2 2026, an estimated $10.5K.
  • Caterpillar made up 0.05% of First Business Financial Services's portfolio in Q2 2026, its #106 holding.
  • First Business Financial Services first reported a position in Caterpillar in Q4 2013 and has held it in 16 quarters since.
  • First Business Financial Services's Caterpillar position peaked at $7M in Q3 2025.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.