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 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 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

Heartland Bank & Trust's CAT Position: Q1 2026 in Review

Heartland Bank & Trust increased its Caterpillar (CAT) stake by 49% in Q1 2026, buying an estimated $2.1M and bringing the position to 9,252 shares worth $6.55M. The position accounts for 1.48% of the portfolio, ranked #10.

Heartland Bank & Trust first reported a position in CAT in Q2 2021 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Heartland Bank & Trust held 9,252 shares of Caterpillar worth $6.55M as of Q1 2026.
Heartland Bank & Trust bought 3,032 Caterpillar shares in Q1 2026, an estimated $2.1M.
Caterpillar made up 1.48% of Heartland Bank & Trust's portfolio in Q1 2026, its #10 holding.
Heartland Bank & Trust first reported a position in Caterpillar in Q2 2021 and has held it in 9 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.