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 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 $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 Community Trust's CAT Position: Q2 2026 in Review

First Community Trust increased its Caterpillar (CAT) stake by 33% in Q2 2026, buying an estimated $275K and bringing the position to 1,264 shares worth $1.35M. The position accounts for 0.61% of the portfolio, ranked #27.

First Community Trust first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Community Trust held 1,264 shares of Caterpillar worth $1.35M as of Q2 2026.
First Community Trust bought 313 Caterpillar shares in Q2 2026, an estimated $275K.
Caterpillar made up 0.61% of First Community Trust's portfolio in Q2 2026, its #27 holding.
First Community Trust first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.