HB
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HTLF Bank’s Caterpillar CAT Stock Holding History

HTLF 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
2024
Q4 		$341K Sell
941
-252
-21% -$97.7K 0.04% 155
2024
Q3 		$467K Sell
1,193
-178
-13% -$61.5K 0.05% 140
2024
Q2 		$457K Sell
1,371
-75
-5% -$26K 0.05% 146
2024
Q1 		$530K Hold
1,446
– – 0.06% 141
2023
Q4 		$428K Buy
+1,446
New +$375K 0.05% 146

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

HTLF Bank's CAT Position: Q4 2024 in Review

HTLF Bank reduced its Caterpillar (CAT) stake by 21% in Q4 2024, selling an estimated $97.7K and leaving 941 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #155.

HTLF Bank first reported a position in CAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $530K in Q1 2024. 3,000 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

  • HTLF Bank held 941 shares of Caterpillar worth $341K as of Q4 2024.
  • HTLF Bank sold 252 Caterpillar shares in Q4 2024, an estimated $97.7K.
  • Caterpillar made up 0.04% of HTLF Bank's portfolio in Q4 2024, its #155 holding.
  • HTLF Bank first reported a position in Caterpillar in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Caterpillar position peaked at $530K in Q1 2024.
  • 3,000 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.