HPBT
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Hickory Point Bank & Trust’s Caterpillar CAT Stock Holding History

Hickory Point 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 		$1.61M Sell
1,511
-15
-1% -$13.2K 0.98% 21
2026
Q1 		$1.08M Sell
1,526
-1,169
-43% -$810K 0.71% 30
2025
Q4 		$1.54M Hold
2,695
– – 1.12% 18
2025
Q3 		$1.29M Sell
2,695
-5
-0.2% -$2.13K 0.96% 22
2025
Q2 		$1.05M Hold
2,700
– – 0.85% 23
2025
Q1 		$890K Buy
2,700
+45
+2% +$16K 0.78% 26
2024
Q4 		$963K Buy
+2,655
New +$1.03M 0.85% 22

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Hickory Point Bank & Trust reduced its Caterpillar (CAT) stake by 0.98% in Q2 2026, selling an estimated $13.2K and leaving 1,511 shares worth $1.61M. The position accounts for 0.98% of the portfolio, ranked #21.

Hickory Point Bank & Trust first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Hickory Point Bank & Trust held 1,511 shares of Caterpillar worth $1.61M as of Q2 2026.
  • Hickory Point Bank & Trust sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.98% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #21 holding.
  • Hickory Point Bank & Trust first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.