First County Bank’s Caterpillar CAT Stock Holding History

First County Bank’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	$3.02M	Sell	2,834 -88	-3%	-$77.3K	1.42%	17
2026 Q1	$2.07M	Sell	2,922 -52	-2%	-$36K	1.11%	19
2025 Q4	$1.7M	Buy	2,974 +44	+2%	+$24.5K	0.89%	28
2025 Q3	$1.4M	Buy	2,930 +3	+0.1%	+$1.28K	0.71%	44
2025 Q2	$1.14M	Sell	2,927 -184	-6%	-$61.3K	0.61%	51
2025 Q1	$1.03M	Buy	3,111 +86	+3%	+$30.6K	0.57%	57
2024 Q4	$1.1M	Sell	3,025 -1,190	-28%	-$462K	0.61%	49
2024 Q3	$1.65M	Sell	4,215 -57	-1%	-$19.7K	0.81%	32
2024 Q2	$1.42M	Sell	4,272 -378	-8%	-$131K	0.73%	40
2024 Q1	$1.7M	Sell	4,650 -346	-7%	-$111K	0.83%	35
2023 Q4	$1.48M	Sell	4,996 -146	-3%	-$37.9K	0.72%	43
2023 Q3	$1.4M	Buy	5,142 +131	+3%	+$35.5K	0.73%	43
2023 Q2	$1.23M	Buy	5,011 +497	+11%	+$111K	0.6%	56
2023 Q1	$1.03M	Buy	4,514 +764	+20%	+$185K	0.51%	69
2022 Q4	$898K	Buy	+3,750	New	+$816K	0.43%	73

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

First County Bank's CAT Position: Q2 2026 in Review

First County Bank reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $77.3K and leaving 2,834 shares worth $3.02M. The position accounts for 1.42% of the portfolio, ranked #17.

First County Bank first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 842 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First County Bank held 2,834 shares of Caterpillar worth $3.02M as of Q2 2026.
First County Bank sold 88 Caterpillar shares in Q2 2026, an estimated $77.3K.
Caterpillar made up 1.42% of First County Bank's portfolio in Q2 2026, its #17 holding.
First County Bank first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
842 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.