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Indiana Trust & Investment Management’s Caterpillar CAT Stock Holding History

Indiana Trust & Investment Management’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 		$11.2M Buy
10,557
+42
+0.4% +$36.9K 3.07% 6
2026
Q1 		$7.45M Buy
10,515
+996
+10% +$690K 2.3% 10
2025
Q4 		$5.45M Buy
9,519
+1,085
+13% +$603K 1.61% 13
2025
Q3 		$4.02M Buy
8,434
+885
+12% +$378K 1.22% 16
2025
Q2 		$2.93M Buy
7,549
+95
+1% +$31.7K 0.97% 18
2025
Q1 		$2.46M Buy
7,454
+155
+2% +$55.2K 0.89% 20
2024
Q4 		$2.65M Buy
7,299
+725
+11% +$281K 0.9% 20
2024
Q3 		$2.57M Buy
6,574
+1,094
+20% +$378K 0.88% 21
2024
Q2 		$1.83M Buy
5,480
+64
+1% +$22.2K 0.67% 30
2024
Q1 		$1.98M Sell
5,416
-85
-2% -$27.2K 0.8% 26
2023
Q4 		$1.63M Buy
5,501
+224
+4% +$58.1K 0.73% 33
2023
Q3 		$1.44M Sell
5,277
-45
-0.8% -$12.2K 0.73% 33
2023
Q2 		$1.31M Buy
5,322
+413
+8% +$92.1K 0.67% 31
2023
Q1 		$1.12M Buy
4,909
+39
+0.8% +$9.43K 0.61% 33
2022
Q4 		$1.17K Buy
4,870
+954
+24% +$208K 0.66% 37
2022
Q3 		$643K Buy
3,916
+438
+13% +$80K 0.39% 51
2022
Q2 		$622K Buy
3,478
+182
+6% +$38.4K 0.35% 54
2022
Q1 		$734K Sell
3,296
-100
-3% -$21K 0.35% 56
2021
Q4 		$702K Buy
3,396
+50
+1% +$10.1K 0.32% 58
2021
Q3 		$642K Sell
3,346
-52
-2% -$10.8K 0.32% 56
2021
Q2 		$619K Buy
3,398
+252
+8% +$58.2K 0.34% 52
2021
Q1 		$729K Sell
3,146
-252
-7% -$52.2K 0.39% 51
2020
Q4 		$619K Hold
3,398
– – 0.34% 52
2020
Q3 		$507K Sell
3,398
-200
-6% -$28.1K 0.3% 58
2020
Q2 		$455K Hold
3,598
– – 0.28% 61
2020
Q1 		$418K Buy
3,598
+190
+6% +$24.3K 0.3% 63
2019
Q4 		$503K Buy
3,408
+125
+4% +$17.4K 0.28% 66
2019
Q3 		$415K Buy
3,283
+290
+10% +$36.8K 0.23% 77
2019
Q2 		$408K Buy
2,993
+930
+45% +$123K 0.22% 79
2019
Q1 		$280K Buy
2,063
+100
+5% +$13.3K 0.15% 97
2018
Q4 		$249K Buy
1,963
+78
+4% +$10.1K 0.14% 95
2018
Q3 		$287K Sell
1,885
-178
-9% -$25.2K 0.13% 100
2018
Q2 		$280K Buy
2,063
+88
+4% +$13.1K 0.13% 100
2018
Q1 		$291K Buy
1,975
+500
+34% +$79K 0.14% 98
2017
Q4 		$233K Buy
+1,475
New +$205K 0.11% 111
2016
Q1 		– Sell
-2,935
Closed -$268K – 125
2015
Q4 		$268K Buy
+2,935
New +$205K 0.14% 95
2015
Q3 		– Sell
-2,685
Closed -$228K – 122
2015
Q2 		$228K Buy
2,685
+90
+3% +$7.74K 0.12% 112
2015
Q1 		$208K Sell
2,595
-340
-12% -$28.3K 0.11% 111
2014
Q4 		$268K Sell
2,935
-1,260
-30% -$123K 0.14% 95
2014
Q3 		$416K Sell
4,195
-100
-2% -$10.6K 0.22% 82
2014
Q2 		$467K Sell
4,295
-375
-8% -$39.4K 0.27% 78
2014
Q1 		$464K Sell
4,670
-1,880
-29% -$177K 0.29% 74
2013
Q4 		$595K Buy
6,550
+50
+0.8% +$4.27K 0.34% 65
2013
Q3 		$542K Sell
6,500
-100
-2% -$8.46K 0.33% 68
2013
Q2 		$544K Buy
+6,600
New +$561K 0.45% 65

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Indiana Trust & Investment Management's CAT Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its Caterpillar (CAT) stake by 0.4% in Q2 2026, buying an estimated $36.9K and bringing the position to 10,557 shares worth $11.2M. The position accounts for 3.07% of the portfolio, ranked #6.

Indiana Trust & Investment Management first reported a position in CAT in Q2 2013 and has held it in 45 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Indiana Trust & Investment Management held 10,557 shares of Caterpillar worth $11.2M as of Q2 2026.
  • Indiana Trust & Investment Management bought 42 Caterpillar shares in Q2 2026, an estimated $36.9K.
  • Caterpillar made up 3.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #6 holding.
  • Indiana Trust & Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 45 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.