Hilltop National Bank’s Caterpillar CAT Stock Holding History

Hilltop National 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	$3.13M	Buy	2,941 +62	+2%	+$54.5K	0.67%	36
2026 Q1	$2.04M	Sell	2,879 -1	-0%	-$693	0.49%	49
2025 Q4	$1.65M	Sell	2,880 -93	-3%	-$51.7K	0.4%	59
2025 Q3	$1.42M	Sell	2,973 -168	-5%	-$71.7K	0.35%	72
2025 Q2	$1.22M	Buy	+3,141	New	+$1.05M	0.32%	83
2024 Q4	$908K	Sell	2,502 -144	-5%	-$55.8K	0.27%	100
2024 Q3	$1.03M	Buy	2,646 +10	+0.4%	+$3.45K	0.31%	86
2024 Q2	$878K	Buy	2,636 +31	+1%	+$10.7K	0.28%	96
2024 Q1	$955K	Buy	+2,605	New	+$833K	0.32%	90

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Hilltop National Bank's CAT Position: Q2 2026 in Review

Hilltop National Bank increased its Caterpillar (CAT) stake by 2.2% in Q2 2026, buying an estimated $54.5K and bringing the position to 2,941 shares worth $3.13M. The position accounts for 0.67% of the portfolio, ranked #36.

Hilltop National Bank first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Hilltop National Bank held 2,941 shares of Caterpillar worth $3.13M as of Q2 2026.
Hilltop National Bank bought 62 Caterpillar shares in Q2 2026, an estimated $54.5K.
Caterpillar made up 0.67% of Hilltop National Bank's portfolio in Q2 2026, its #36 holding.
Hilltop National Bank first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.