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 Q2	$1.07M	Buy	1,004 +4	+0.4%	+$3.51K	0.05%	95
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

First Western Trust Bank's CAT Position: Q2 2026 in Review

First Western Trust Bank increased its Caterpillar (CAT) stake by 0.4% in Q2 2026, buying an estimated $3.51K and bringing the position to 1,004 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #95.

First Western Trust Bank first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Western Trust Bank held 1,004 shares of Caterpillar worth $1.07M as of Q2 2026.
First Western Trust Bank bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.05% of First Western Trust Bank's portfolio in Q2 2026, its #95 holding.
First Western Trust Bank first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.