First Interstate Bank’s Caterpillar CAT Stock Holding History

First Interstate 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 Q1	$1.98M	Sell	2,790 -270	-9%	-$187K	0.11%	72
2025 Q4	$1.75M	Hold	3,060	–	–	0.09%	79
2025 Q3	$1.46M	Buy	3,060 +2,100	+219%	+$897K	0.08%	81
2025 Q2	$373K	Hold	960	–	–	0.02%	136
2025 Q1	$317K	Hold	960	–	–	0.02%	138
2024 Q4	$348K	Sell	960 -9	-0.9%	-$3.49K	0.02%	139
2024 Q3	$379K	Sell	969 -191	-16%	-$66K	0.02%	134
2024 Q2	$386K	Buy	1,160 +492	+74%	+$171K	0.03%	123
2024 Q1	$245K	Sell	668 -78	-10%	-$24.9K	0.02%	153
2023 Q4	$221K	Sell	746 -168	-18%	-$43.6K	0.02%	155
2023 Q3	$250K	Buy	+914	New	+$248K	0.02%	152
2023 Q2	–	Sell	-932	Closed	-$213K	–	169
2023 Q1	$213K	Sell	932 -94	-9%	-$22.7K	0.02%	173
2022 Q4	$245K	Sell	1,026 -464	-31%	-$101K	0.02%	165
2022 Q3	$244K	Buy	+1,490	New	+$272K	0.02%	154
2020 Q2	–	Sell	-1,947	Closed	-$226K	–	165
2020 Q1	$226K	Buy	1,947 +500	+35%	+$63.9K	0.06%	144
2019 Q4	$214K	Hold	1,447	–	–	0.05%	163
2019 Q3	$182K	Sell	1,447 -124	-8%	-$15.8K	0.04%	187
2019 Q2	$214K	Sell	1,571 -98	-6%	-$12.9K	0.05%	170
2019 Q1	$226K	Sell	1,669 -204	-11%	-$27.1K	0.05%	170
2018 Q4	$238K	Sell	1,873 -264	-12%	-$34.3K	0.06%	153
2018 Q3	$326K	Buy	2,137 +376	+21%	+$53.2K	0.07%	138
2018 Q2	$239K	Hold	1,761	–	–	0.05%	166
2018 Q1	$260K	Sell	1,761 -48	-3%	-$7.58K	0.06%	156
2017 Q4	$285K	Hold	1,809	–	–	0.06%	148
2017 Q3	$225K	Buy	1,809 +66	+4%	+$7.6K	0.05%	168
2017 Q2	$187K	Sell	1,743 -895	-34%	-$90.9K	0.04%	186
2017 Q1	$245K	Buy	2,638 +615	+30%	+$58.2K	0.05%	154
2016 Q4	$188K	Buy	2,023 +859	+74%	+$77.8K	0.04%	181
2016 Q3	$103K	Sell	1,164 -53	-4%	-$4.34K	0.02%	266
2016 Q2	$92K	Buy	1,217 +20	+2%	+$1.5K	0.02%	272
2016 Q1	$92K	Sell	1,197 -125	-9%	-$8.38K	0.02%	271
2015 Q4	$90K	Hold	1,322	–	–	0.02%	291
2015 Q3	$86K	Buy	+1,322	New	+$101K	0.02%	279
2015 Q2	–	Sell	-34,258	Closed	-$2.74M	–	117
2015 Q1	$2.74M	Sell	34,258 -2,029	-6%	-$169K	0.42%	53
2014 Q4	$3.32M	Buy	36,287 +363	+1%	+$35.3K	0.55%	46
2014 Q3	$3.56M	Sell	35,924 -27,874	-44%	-$2.95M	0.76%	46
2014 Q2	$6.93M	Sell	63,798 -1,961	-3%	-$206K	1.43%	31
2014 Q1	$6.54M	Sell	65,759 -96	-0.1%	-$9.05K	1.44%	32
2013 Q4	$5.98M	Sell	65,855 -2,789	-4%	-$238K	1.46%	35
2013 Q3	$5.72M	Sell	68,644 -397	-0.6%	-$33.6K	1.54%	34
2013 Q2	$5.7M	Buy	+69,041	New	+$5.87M	1.78%	29

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Interstate Bank's CAT Position: Q1 2026 in Review

First Interstate Bank reduced its Caterpillar (CAT) stake by 8.8% in Q1 2026, selling an estimated $187K and leaving 2,790 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #72.

First Interstate Bank first reported a position in CAT in Q2 2013 and has held it in 41 quarters since. The position peaked at $6.93M in Q2 2014. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

First Interstate Bank held 2,790 shares of Caterpillar worth $1.98M as of Q1 2026.
First Interstate Bank sold 270 Caterpillar shares in Q1 2026, an estimated $187K.
Caterpillar made up 0.11% of First Interstate Bank's portfolio in Q1 2026, its #72 holding.
First Interstate Bank first reported a position in Caterpillar in Q2 2013 and has held it in 41 quarters since.
First Interstate Bank's Caterpillar position peaked at $6.93M in Q2 2014.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.