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Iowa State Bank’s Caterpillar CAT Stock Holding History

Iowa State 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 		$9.54M Buy
8,957
+72
+0.8% +$63.3K 1.59% 16
2026
Q1 		$6.29M Sell
8,885
-165
-2% -$114K 1.16% 27
2025
Q4 		$5.18M Sell
9,050
-173
-2% -$96.2K 0.97% 35
2025
Q3 		$4.4M Sell
9,223
-233
-2% -$99.5K 0.84% 39
2025
Q2 		$3.67M Sell
9,456
-2,764
-23% -$921K 0.73% 44
2025
Q1 		$4.03M Sell
12,220
-377
-3% -$134K 0.86% 38
2024
Q4 		$4.57M Sell
12,597
-109
-0.9% -$42.3K 0.95% 35
2024
Q3 		$4.97M Sell
12,706
-120
-0.9% -$41.4K 1.02% 35
2024
Q2 		$4.27M Sell
12,826
-1,259
-9% -$437K 0.94% 36
2024
Q1 		$5.16M Sell
14,085
-858
-6% -$274K 1.14% 32
2023
Q4 		$4.42M Buy
14,943
+338
+2% +$87.7K 1.06% 32
2023
Q3 		$3.99M Buy
14,605
+329
+2% +$89.3K 1.03% 31
2023
Q2 		$3.51M Sell
14,276
-690
-5% -$154K 0.88% 40
2023
Q1 		$3.42M Sell
14,966
-598
-4% -$145K 0.86% 40
2022
Q4 		$3.73M Buy
15,564
+340
+2% +$74K 0.94% 37
2022
Q3 		$2.5M Buy
15,224
+61
+0.4% +$11.1K 0.71% 55
2022
Q2 		$2.71M Buy
15,163
+192
+1% +$40.5K 0.72% 53
2022
Q1 		$3.34M Buy
14,971
+756
+5% +$159K 0.77% 48
2021
Q4 		$2.94M Buy
14,215
+59
+0.4% +$11.9K 0.69% 55
2021
Q3 		$2.72M Sell
14,156
-189
-1% -$39.4K 0.76% 48
2021
Q2 		$3.12M Buy
14,345
+244
+2% +$56.4K 0.88% 42
2021
Q1 		$3.27M Sell
14,101
-151
-1% -$31.3K 0.98% 39
2020
Q4 		$2.59M Buy
14,252
+14
+0.1% +$2.37K 0.86% 43
2020
Q3 		$2.12M Buy
14,238
+1,007
+8% +$141K 0.82% 43
2020
Q2 		$1.67M Sell
13,231
-7,372
-36% -$874K 0.73% 51
2020
Q1 		$2.39M Buy
20,603
+821
+4% +$105K 1.12% 33
2019
Q4 		$2.92M Buy
19,782
+876
+5% +$122K 1.04% 36
2019
Q3 		$2.39M Buy
18,906
+14,594
+338% +$1.85M 0.91% 39
2019
Q2 		$588K Sell
4,312
-25
-0.6% -$3.3K 0.26% 70
2019
Q1 		$588K Sell
4,337
-50
-1% -$6.64K 0.27% 66
2018
Q4 		$557K Hold
4,387
– – 0.28% 66
2018
Q3 		$669K Hold
4,387
– – 0.3% 64
2018
Q2 		$595K Sell
4,387
-265
-6% -$39.6K 0.28% 66
2018
Q1 		$686K Buy
4,652
+140
+3% +$22.1K 0.33% 59
2017
Q4 		$711K Buy
4,512
+215
+5% +$29.8K 0.32% 61
2017
Q3 		$536K Sell
4,297
-65
-1% -$7.49K 0.25% 68
2017
Q2 		$469K Sell
4,362
-400
-8% -$40.6K 0.22% 69
2017
Q1 		$442K Sell
4,762
-1,590
-25% -$151K 0.22% 66
2016
Q4 		$589K Buy
6,352
+2,632
+71% +$239K 0.3% 56
2016
Q3 		$330K Buy
3,720
+950
+34% +$77.7K 0.18% 72
2016
Q2 		$210K Buy
2,770
+50
+2% +$3.75K 0.11% 87
2016
Q1 		$208K Buy
+2,720
New +$182K 0.12% 88
2013
Q4 		– Sell
-2,629
Closed -$219K – 71
2013
Q3 		$219K Hold
2,629
– – 0.17% 67
2013
Q2 		$217K Buy
+2,629
New +$224K 0.18% 68

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Iowa State Bank's CAT Position: Q2 2026 in Review

Iowa State Bank increased its Caterpillar (CAT) stake by 0.81% in Q2 2026, buying an estimated $63.3K and bringing the position to 8,957 shares worth $9.54M. The position accounts for 1.59% of the portfolio, ranked #16.

Iowa State Bank first reported a position in CAT in Q2 2013 and has held it in 44 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Iowa State Bank held 8,957 shares of Caterpillar worth $9.54M as of Q2 2026.
  • Iowa State Bank bought 72 Caterpillar shares in Q2 2026, an estimated $63.3K.
  • Caterpillar made up 1.59% of Iowa State Bank's portfolio in Q2 2026, its #16 holding.
  • Iowa State Bank first reported a position in Caterpillar in Q2 2013 and has held it in 44 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.