First Western Trust Bank’s Caterpillar CAT Stock Holding History

First Western Trust 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	$708K	Hold	1,000	–	–	0.04%	98
2025 Q4	$573K	Hold	1,000	–	–	0.03%	117
2025 Q3	$477K	Sell	1,000 -128	-11%	-$54.6K	0.02%	122
2025 Q2	$438K	Hold	1,128	–	–	0.02%	125
2025 Q1	$372K	Hold	1,128	–	–	0.02%	137
2024 Q4	$409K	Sell	1,128 -17	-1%	-$6.59K	0.02%	133
2024 Q3	$448K	Hold	1,145	–	–	0.02%	137
2024 Q2	$381K	Sell	1,145 -682	-37%	-$236K	0.02%	135
2024 Q1	$669K	Hold	1,827	–	–	0.03%	112
2023 Q4	$540K	Buy	1,827 +3	+0.2%	+$778	0.03%	120
2023 Q3	$498K	Sell	1,824 -159	-8%	-$43.1K	0.03%	117
2023 Q2	$488K	Buy	1,983 +105	+6%	+$23.4K	0.02%	123
2023 Q1	$430K	Hold	1,878	–	–	0.02%	132
2022 Q4	$450K	Sell	1,878 -2	-0.1%	-$435	0.03%	123
2022 Q3	$308K	Sell	1,880 -843	-31%	-$154K	0.02%	134
2022 Q2	$500K	Sell	2,723 -380	-12%	-$80.1K	0.03%	113
2022 Q1	$692K	Buy	+3,103	New	+$651K	0.04%	109

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 Western Trust Bank's CAT Position: Q1 2026 in Review

First Western Trust Bank held its Caterpillar (CAT) position steady in Q1 2026 at 1,000 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #98.

First Western Trust Bank first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

First Western Trust Bank held 1,000 shares of Caterpillar worth $708K as of Q1 2026.
First Western Trust Bank left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.04% of First Western Trust Bank's portfolio in Q1 2026, its #98 holding.
First Western Trust Bank first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.