Horizon Bancorp’s Caterpillar CAT Stock Holding History

Horizon Bancorp’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	$303K	Sell	428 -122	-22%	-$84.5K	0.15%	50
2025 Q4	$315K	Buy	550 +12	+2%	+$6.67K	0.15%	53
2025 Q3	$257K	Buy	538 +253	+89%	+$108K	0.12%	64
2025 Q2	$111K	Buy	+285	New	+$95K	0.06%	115
2023 Q4	–	Sell	-53	Closed	-$14K	–	243
2023 Q3	$14K	Sell	53 -40	-43%	-$10.9K	0.01%	177
2023 Q2	$23K	Hold	93	–	–	0.01%	150
2023 Q1	$21K	Buy	+93	New	+$22.5K	0.01%	112
2020 Q3	$27K	Hold	180	–	–	0.04%	173
2020 Q2	$23K	Hold	180	–	–	0.02%	180
2020 Q1	$21K	Sell	180 -2,000	-92%	-$255K	0.03%	203
2019 Q4	$322K	Buy	+2,180	New	+$304K	0.3%	93

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

Horizon Bancorp's CAT Position: Q1 2026 in Review

Horizon Bancorp reduced its Caterpillar (CAT) stake by 22% in Q1 2026, selling an estimated $84.5K and leaving 428 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #50.

Horizon Bancorp first reported a position in CAT in Q4 2019 and has held it in 11 quarters since. The position peaked at $322K in Q4 2019. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Horizon Bancorp held 428 shares of Caterpillar worth $303K as of Q1 2026.
Horizon Bancorp sold 122 Caterpillar shares in Q1 2026, an estimated $84.5K.
Caterpillar made up 0.15% of Horizon Bancorp's portfolio in Q1 2026, its #50 holding.
Horizon Bancorp first reported a position in Caterpillar in Q4 2019 and has held it in 11 quarters since.
Horizon Bancorp's Caterpillar position peaked at $322K in Q4 2019.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Horizon Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.