HBT
CAT icon

Heartland Bank & Trust’s Caterpillar CAT Stock Holding History

Heartland 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 		$9.67M Sell
9,085
-167
-2% -$147K 2% 9
2026
Q1 		$6.55M Buy
9,252
+3,032
+49% +$2.1M 1.48% 10
2025
Q4 		$3.56M Sell
6,220
-55
-0.9% -$30.6K 1.51% 16
2025
Q3 		$2.99M Buy
6,275
+3,527
+128% +$1.51M 1.24% 17
2025
Q2 		$1.07M Hold
2,748
– – 0.5% 39
2025
Q1 		$906K Sell
2,748
-204
-7% -$72.7K 0.47% 46
2024
Q4 		$1.07M Buy
2,952
+207
+8% +$80.3K 0.58% 35
2024
Q3 		$1.07M Buy
+2,745
New +$948K 0.58% 33
2021
Q4 		– Sell
-7,457
Closed -$1.43M – 127
2021
Q3 		$1.43M Buy
7,457
+390
+6% +$81.2K 1.23% 20
2021
Q2 		$1.54M Buy
+7,067
New +$1.63M 1.42% 16

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Heartland Bank & Trust reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $147K and leaving 9,085 shares worth $9.67M. The position accounts for 2% of the portfolio, ranked #9.

Heartland Bank & Trust first reported a position in CAT in Q2 2021 and has held it in 10 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Heartland Bank & Trust held 9,085 shares of Caterpillar worth $9.67M as of Q2 2026.
  • Heartland Bank & Trust sold 167 Caterpillar shares in Q2 2026, an estimated $147K.
  • Caterpillar made up 2% of Heartland Bank & Trust's portfolio in Q2 2026, its #9 holding.
  • Heartland Bank & Trust first reported a position in Caterpillar in Q2 2021 and has held it in 10 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.