Independence Bank of Kentucky’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.79M | Buy |
2,623
+251
| +11% | +$220K | 0.31% | 67 |
|
|
2026
Q1 | $1.68M | Sell |
2,372
-11
| -0.5% | -$7.62K | 0.21% | 92 |
|
|
2025
Q4 | $1.37M | Buy |
2,383
+164
| +7% | +$91.2K | 0.17% | 114 |
|
|
2025
Q3 | $1.06M | Buy |
2,219
+5
| +0.2% | +$2.13K | 0.14% | 136 |
|
|
2025
Q2 | $859K | Buy |
2,214
+42
| +2% | +$14K | 0.12% | 144 |
|
|
2025
Q1 | $716K | Buy |
2,172
+42
| +2% | +$15K | 0.11% | 161 |
|
|
2024
Q4 | $773K | Buy |
2,130
+512
| +32% | +$199K | 0.12% | 151 |
|
|
2024
Q3 | $633K | Buy |
1,618
+35
| +2% | +$12.1K | 0.14% | 152 |
|
|
2024
Q2 | $527K | Buy |
1,583
+944
| +148% | +$327K | 0.14% | 153 |
|
|
2024
Q1 | $234K | Sell |
639
-6
| -0.9% | -$1.92K | 0.07% | 205 |
|
|
2023
Q4 | $191K | Buy |
645
+283
| +78% | +$73.4K | 0.07% | 205 |
|
|
2023
Q3 | $98.8K | Hold |
362
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $89.1K | Sell |
362
-50
| -12% | -$11.1K | 0.04% | 241 |
|
|
2023
Q1 | $94.3K | Sell |
412
-310
| -43% | -$74.9K | 0.04% | 227 |
|
|
2022
Q4 | $173K | Sell |
722
-195
| -21% | -$42.5K | 0.08% | 169 |
|
|
2022
Q3 | $150K | Buy |
917
+40
| +5% | +$7.31K | 0.07% | 158 |
|
|
2022
Q2 | $157K | Buy |
877
+42
| +5% | +$8.85K | 0.07% | 165 |
|
|
2022
Q1 | $186K | Hold |
835
| – | – | 0.07% | 168 |
|
|
2021
Q4 | $173K | Sell |
835
-100
| -11% | -$20.1K | 0.07% | 162 |
|
|
2021
Q3 | $179K | Sell |
935
-25
| -3% | -$5.21K | 0.08% | 157 |
|
|
2021
Q2 | $209K | Sell |
960
-95
| -9% | -$21.9K | 0.09% | 150 |
|
|
2021
Q1 | $245K | Sell |
1,055
-95
| -8% | -$19.7K | 0.12% | 134 |
|
|
2020
Q4 | $209K | Sell |
1,150
-125
| -10% | -$21.2K | 0.11% | 143 |
|
|
2020
Q3 | $190K | Hold |
1,275
| – | – | 0.11% | 133 |
|
|
2020
Q2 | $161K | Hold |
1,275
| – | – | 0.1% | 130 |
|
|
2020
Q1 | $148K | Sell |
1,275
-1,018
| -44% | -$130K | 0.12% | 125 |
|
|
2019
Q4 | $339K | Buy |
2,293
+100
| +5% | +$14K | 0.22% | 97 |
|
|
2019
Q3 | $277K | Buy |
2,193
+293
| +15% | +$37.2K | 0.2% | 106 |
|
|
2019
Q2 | $259K | Sell |
1,900
-375
| -16% | -$49.6K | 0.2% | 97 |
|
|
2019
Q1 | $308K | Sell |
2,275
-135
| -6% | -$17.9K | 0.25% | 81 |
|
|
2018
Q4 | $306K | Buy |
2,410
+130
| +6% | +$16.9K | 0.28% | 77 |
|
|
2018
Q3 | $348K | Sell |
2,280
-50
| -2% | -$7.07K | 0.27% | 80 |
|
|
2018
Q2 | $316K | Sell |
2,330
-50
| -2% | -$7.47K | 0.27% | 80 |
|
|
2018
Q1 | $351K | Buy |
2,380
+920
| +63% | +$145K | 0.3% | 77 |
|
|
2017
Q4 | $230K | Buy |
+1,460
| New | +$203K | 0.2% | 102 |
|
Other funds holding CAT
ECSS
MG
SMDAM
Independence Bank of Kentucky's CAT Position: Q2 2026 in Review
Independence Bank of Kentucky increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $220K and bringing the position to 2,623 shares worth $2.79M. The position accounts for 0.31% of the portfolio, ranked #67.
Independence Bank of Kentucky first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Independence Bank of Kentucky held 2,623 shares of Caterpillar worth $2.79M as of Q2 2026.
- Independence Bank of Kentucky bought 251 Caterpillar shares in Q2 2026, an estimated $220K.
- Caterpillar made up 0.31% of Independence Bank of Kentucky's portfolio in Q2 2026, its #67 holding.
- Independence Bank of Kentucky first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.