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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
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

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VCM
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State Farm Mutual Automobile Insurance
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Idaho Trust Bank's CAT Position: Q1 2026 in Review

Idaho Trust Bank held its Caterpillar (CAT) position steady in Q1 2026 at 507 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #79.

Idaho Trust Bank first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. The position peaked at $508K in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Idaho Trust Bank held 507 shares of Caterpillar worth $359K as of Q1 2026.
  • Idaho Trust Bank left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.12% of Idaho Trust Bank's portfolio in Q1 2026, its #79 holding.
  • Idaho Trust Bank first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • Idaho Trust Bank's Caterpillar position peaked at $508K in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.