GBT
CAT icon

Grove Bank & Trust’s Caterpillar CAT Stock Holding History

Grove 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
Q3 		$1.34M Buy
1,655
+1
+0.1% +$848 0.13% 95
2026
Q2 		$1.76M Sell
1,654
-54
-3% -$47.4K 0.17% 85
2026
Q1 		$1.21M Sell
1,708
-68
-4% -$47.1K 0.14% 95
2025
Q4 		$1.02M Buy
1,776
+25
+1% +$13.9K 0.11% 115
2025
Q3 		$835K Hold
1,751
– – 0.1% 125
2025
Q2 		$680K Sell
1,751
-35
-2% -$11.7K 0.08% 141
2025
Q1 		$589K Buy
1,786
+400
+29% +$142K 0.08% 155
2024
Q4 		$503K Sell
1,386
-96
-6% -$37.2K 0.07% 154
2024
Q3 		$580K Sell
1,482
-43
-3% -$14.8K 0.09% 148
2024
Q2 		$508K Hold
1,525
– – 0.08% 147
2024
Q1 		$559K Hold
1,525
– – 0.09% 140
2023
Q4 		$451K Sell
1,525
-1
-0.1% -$259 0.08% 154
2023
Q3 		$417K Sell
1,526
-100
-6% -$27.1K 0.08% 154
2023
Q2 		$400K Buy
1,626
+17
+1% +$3.79K 0.08% 154
2023
Q1 		$368K Sell
1,609
-157
-9% -$38K 0.08% 167
2022
Q4 		$423K Buy
1,766
+14
+0.8% +$3.05K 0.09% 162
2022
Q3 		$287K Hold
1,752
– – 0.07% 179
2022
Q2 		$313K Sell
1,752
-53
-3% -$11.2K 0.07% 169
2022
Q1 		$402K Buy
1,805
+104
+6% +$21.8K 0.08% 164
2021
Q4 		$352K Hold
1,701
– – 0.07% 180
2021
Q3 		$327K Sell
1,701
-75
-4% -$15.6K 0.07% 182
2021
Q2 		$387K Sell
1,776
-5
-0.3% -$1.16K 0.08% 156
2021
Q1 		$413K Buy
+1,781
New +$369K 0.1% 148
2018
Q1 		– Sell
-626
Closed -$99K – 203
2017
Q4 		$99K Buy
626
+131
+26% +$18.2K 0.04% 220
2017
Q3 		$62K Buy
495
+200
+68% +$23K 0.03% 279
2017
Q2 		$32K Buy
295
+135
+84% +$13.7K 0.02% 318
2017
Q1 		$15K Hold
160
– – 0.01% 315
2016
Q4 		$15K Buy
+160
New +$14.5K 0.01% 339

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Grove Bank & Trust's CAT Position: Q3 2026 in Review

Grove Bank & Trust increased its Caterpillar (CAT) stake by 0.06% in Q3 2026, buying an estimated $848 and bringing the position to 1,655 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #95.

Grove Bank & Trust first reported a position in CAT in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.76M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Grove Bank & Trust held 1,655 shares of Caterpillar worth $1.34M as of Q3 2026.
  • Grove Bank & Trust bought 1 Caterpillar share in Q3 2026, an estimated $848.
  • Caterpillar made up 0.13% of Grove Bank & Trust's portfolio in Q3 2026, its #95 holding.
  • Grove Bank & Trust first reported a position in Caterpillar in Q4 2016 and has held it in 28 quarters since.
  • Grove Bank & Trust's Caterpillar position peaked at $1.76M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.