First United Bank & Trust’s Caterpillar CAT Stock Holding History

First United Bank & 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	$951K	Sell	893 -30	-3%	-$26.4K	0.27%	79
2026 Q1	$654K	Sell	923 -7	-0.8%	-$4.85K	0.21%	91
2025 Q4	$533K	Sell	930 -5	-0.5%	-$2.78K	0.17%	106
2025 Q3	$446K	Hold	935	–	–	0.14%	110
2025 Q2	$363K	Sell	935 -15	-2%	-$5K	0.13%	114
2025 Q1	$313K	Hold	950	–	–	0.12%	120
2024 Q4	$345K	Sell	950 -33	-3%	-$12.8K	0.13%	114
2024 Q3	$384K	Sell	983 -30	-3%	-$10.4K	0.14%	112
2024 Q2	$337K	Hold	1,013	–	–	0.13%	119
2024 Q1	$371K	Buy	1,013 +293	+41%	+$93.6K	0.14%	116
2023 Q4	$213K	Buy	+720	New	+$187K	0.09%	144
2021 Q2	–	Sell	-905	Closed	-$210K	–	163
2021 Q1	$210K	Buy	+905	New	+$187K	0.09%	151

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 United Bank & Trust's CAT Position: Q2 2026 in Review

First United Bank & Trust reduced its Caterpillar (CAT) stake by 3.3% in Q2 2026, selling an estimated $26.4K and leaving 893 shares worth $951K. The position accounts for 0.27% of the portfolio, ranked #79.

First United Bank & Trust first reported a position in CAT in Q1 2021 and has held it in 12 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First United Bank & Trust held 893 shares of Caterpillar worth $951K as of Q2 2026.
First United Bank & Trust sold 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
Caterpillar made up 0.27% of First United Bank & Trust's portfolio in Q2 2026, its #79 holding.
First United Bank & Trust first reported a position in Caterpillar in Q1 2021 and has held it in 12 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.