First Community Trust’s Caterpillar CAT Stock Holding History

First Community 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 Q3	$1.23M	Buy	1,523 +259	+20%	+$220K	0.41%	34
2026 Q2	$1.35M	Buy	1,264 +313	+33%	+$275K	0.61%	27
2026 Q1	$674K	Hold	951	–	–	0.5%	39
2025 Q4	$545K	Hold	951	–	–	0.41%	43
2025 Q3	$454K	Sell	951 -99	-9%	-$42.3K	0.35%	48
2025 Q2	$408K	Hold	1,050	–	–	0.33%	52
2025 Q1	$346K	Sell	1,050 -300	-22%	-$107K	0.3%	58
2024 Q4	$490K	Hold	1,350	–	–	0.35%	49
2024 Q3	$528K	Hold	1,350	–	–	0.43%	45
2024 Q2	$450K	Hold	1,350	–	–	0.38%	48
2024 Q1	$495K	Sell	1,350 -50	-4%	-$16K	0.47%	44
2023 Q4	$414K	Sell	1,400 -50	-3%	-$13K	0.45%	43
2023 Q3	$396K	Hold	1,450	–	–	0.45%	45
2023 Q2	$357K	Hold	1,450	–	–	0.4%	46
2023 Q1	$332K	Hold	1,450	–	–	0.39%	50
2022 Q4	$347K	Hold	1,450	–	–	0.4%	49
2022 Q3	$238K	Sell	1,450 -550	-28%	-$100K	0.32%	58
2022 Q2	$358K	Hold	2,000	–	–	0.42%	51
2022 Q1	$446K	Hold	2,000	–	–	0.42%	51
2021 Q4	$413K	Buy	+2,000	New	+$403K	0.34%	56

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

First Community Trust's CAT Position: Q3 2026 in Review

First Community Trust increased its Caterpillar (CAT) stake by 20% in Q3 2026, buying an estimated $220K and bringing the position to 1,523 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #34.

First Community Trust first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

First Community Trust held 1,523 shares of Caterpillar worth $1.23M as of Q3 2026.
First Community Trust bought 259 Caterpillar shares in Q3 2026, an estimated $220K.
Caterpillar made up 0.41% of First Community Trust's portfolio in Q3 2026, its #34 holding.
First Community Trust first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
First Community Trust's Caterpillar position peaked at $1.35M in Q2 2026.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.