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Idaho Trust Bank’s Caterpillar CAT Stock Holding History

Idaho Trust 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 		$497K Sell
467
-40
-8% -$35.1K 0.15% 70
2026
Q1 		$359K Hold
507
– – 0.12% 79
2025
Q4 		$290K Hold
507
– – 0.1% 89
2025
Q3 		$242K Buy
+507
New +$216K 0.08% 95
2024
Q2 		– Sell
-1,388
Closed -$508K – 85
2024
Q1 		$508K Buy
+1,388
New +$444K 0.49% 53

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Idaho Trust Bank's CAT Position: Q2 2026 in Review

Idaho Trust Bank reduced its Caterpillar (CAT) stake by 7.9% in Q2 2026, selling an estimated $35.1K and leaving 467 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #70.

Idaho Trust Bank first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. The position peaked at $508K in Q1 2024. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Idaho Trust Bank held 467 shares of Caterpillar worth $497K as of Q2 2026.
  • Idaho Trust Bank sold 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
  • Caterpillar made up 0.15% of Idaho Trust Bank's portfolio in Q2 2026, its #70 holding.
  • Idaho Trust Bank first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • Idaho Trust Bank's Caterpillar position peaked at $508K in Q1 2024.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.