Kennebec Savings Bank’s Caterpillar CAT Stock Holding History

Kennebec Savings 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	$3.15M	Sell	2,960 -48	-2%	-$42.2K	2.53%	7
2026 Q1	$2.13M	Buy	3,008 +6	+0.2%	+$4.16K	1.91%	12
2025 Q4	$1.72M	Sell	3,002 -11	-0.4%	-$6.11K	1.49%	14
2025 Q3	$1.44M	Buy	3,013 +6	+0.2%	+$2.56K	1.31%	18
2025 Q2	$1.17M	Buy	3,007 +155	+5%	+$51.7K	1.14%	25
2025 Q1	$941K	Buy	2,852 +127	+5%	+$45.2K	1%	32
2024 Q4	$988K	Sell	2,725 -88	-3%	-$34.1K	0.99%	31
2024 Q3	$1.1M	Buy	+2,813	New	+$971K	1.09%	26

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Kennebec Savings Bank's CAT Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Caterpillar (CAT) stake by 1.6% in Q2 2026, selling an estimated $42.2K and leaving 2,960 shares worth $3.15M. The position accounts for 2.53% of the portfolio, ranked #7.

Kennebec Savings Bank first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,528 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Kennebec Savings Bank held 2,960 shares of Caterpillar worth $3.15M as of Q2 2026.
Kennebec Savings Bank sold 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
Caterpillar made up 2.53% of Kennebec Savings Bank's portfolio in Q2 2026, its #7 holding.
Kennebec Savings Bank first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
1,528 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.