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Ledyard National Bank’s Caterpillar CAT Stock Holding History

Ledyard National 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 		$5.27M Sell
4,946
-6,153
-55% -$5.41M 0.42% 49
2026
Q1 		$7.86M Sell
11,099
-520
-4% -$360K 0.68% 40
2025
Q4 		$6.66M Sell
11,619
-447
-4% -$248K 0.57% 42
2025
Q3 		$5.76M Sell
12,066
-426
-3% -$182K 0.52% 44
2025
Q2 		$4.85M Sell
12,492
-330
-3% -$110K 0.46% 46
2025
Q1 		$4.23M Buy
12,822
+148
+1% +$52.7K 0.42% 56
2024
Q4 		$4.6M Sell
12,674
-609
-5% -$236K 0.43% 52
2024
Q3 		$5.2M Buy
13,283
+179
+1% +$61.8K 0.48% 54
2024
Q2 		$4.36M Buy
13,104
+122
+0.9% +$42.3K 0.42% 58
2024
Q1 		$4.76M Buy
12,982
+622
+5% +$199K 0.46% 58
2023
Q4 		$3.65M Buy
12,360
+10,913
+754% +$2.83M 0.38% 63
2023
Q3 		$395K Sell
1,447
-20
-1% -$5.43K 0.05% 150
2023
Q2 		$361K Buy
1,467
+55
+4% +$12.3K 0.04% 165
2023
Q1 		$323K Sell
1,412
-115
-8% -$27.8K 0.04% 166
2022
Q4 		$366K Hold
1,527
– – 0.04% 160
2022
Q3 		$251K Sell
1,527
-40
-3% -$7.31K 0.03% 177
2022
Q2 		$280K Buy
1,567
+120
+8% +$25.3K 0.03% 179
2022
Q1 		$322K Sell
1,447
-150
-9% -$31.5K 0.03% 179
2021
Q4 		$330K Sell
1,597
-58
-4% -$11.7K 0.03% 194
2021
Q3 		$318K Buy
1,655
+58
+4% +$12.1K 0.03% 198
2021
Q2 		$348K Sell
1,597
-170
-10% -$39.3K 0.04% 193
2021
Q1 		$410K Buy
1,767
+370
+26% +$76.6K 0.04% 171
2020
Q4 		$254K Buy
1,397
+40
+3% +$6.78K 0.03% 212
2020
Q3 		$202K Sell
1,357
-357
-21% -$50.1K 0.03% 222
2020
Q2 		$217K Sell
1,714
-175
-9% -$20.7K 0.03% 214
2020
Q1 		$219K Buy
1,889
+169
+10% +$21.6K 0.03% 219
2019
Q4 		$254K Buy
+1,720
New +$240K 0.03% 241
2019
Q3 		– Sell
-1,585
Closed -$216K – 243
2019
Q2 		$216K Buy
+1,585
New +$209K 0.03% 248
2019
Q1 		– Sell
-2,337
Closed -$297K – 318
2018
Q4 		$297K Sell
2,337
-10
-0.4% -$1.3K 0.04% 232
2018
Q3 		$358K Sell
2,347
-55
-2% -$7.78K 0.04% 229
2018
Q2 		$326K Sell
2,402
-235
-9% -$35.1K 0.04% 238
2018
Q1 		$389K Sell
2,637
-25
-0.9% -$3.95K 0.05% 229
2017
Q4 		$419K Buy
2,662
+502
+23% +$69.6K 0.05% 222
2017
Q3 		$269K Buy
2,160
+705
+48% +$81.2K 0.04% 258
2017
Q2 		$156K Buy
1,455
+30
+2% +$3.05K 0.02% 293
2017
Q1 		$132K Buy
1,425
+845
+146% +$80K 0.02% 306
2016
Q4 		$54K Sell
580
-484
-45% -$43.9K 0.01% 303
2016
Q3 		$95K Sell
1,064
-40
-4% -$3.27K 0.02% 255
2016
Q2 		$84K Sell
1,104
-110
-9% -$8.24K 0.02% 254
2016
Q1 		$93K Hold
1,214
– – 0.02% 259
2015
Q4 		$82K Buy
1,214
+100
+9% +$6.99K 0.01% 259
2015
Q3 		$73K Hold
1,114
– – 0.01% 261
2015
Q2 		$94K Buy
1,114
+40
+4% +$3.44K 0.02% 238
2015
Q1 		$86K Hold
1,074
– – 0.02% 235
2014
Q4 		$98K Hold
1,074
– – 0.02% 218
2014
Q3 		$107K Sell
1,074
-300
-22% -$31.8K 0.02% 203
2014
Q2 		$150K Sell
1,374
-100
-7% -$10.5K 0.03% 181
2014
Q1 		$147K Sell
1,474
-38
-3% -$3.58K 0.03% 173
2013
Q4 		$137K Buy
1,512
+562
+59% +$48K 0.02% 178
2013
Q3 		$79K Hold
950
– – 0.01% 200
2013
Q2 		$78K Buy
+950
New +$80.8K 0.01% 198

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

Ledyard National Bank's CAT Position: Q2 2026 in Review

Ledyard National Bank reduced its Caterpillar (CAT) stake by 55% in Q2 2026, selling an estimated $5.41M and leaving 4,946 shares worth $5.27M. The position accounts for 0.42% of the portfolio, ranked #49.

Ledyard National Bank first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.86M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ledyard National Bank held 4,946 shares of Caterpillar worth $5.27M as of Q2 2026.
  • Ledyard National Bank sold 6,153 Caterpillar shares in Q2 2026, an estimated $5.41M.
  • Caterpillar made up 0.42% of Ledyard National Bank's portfolio in Q2 2026, its #49 holding.
  • Ledyard National Bank first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
  • Ledyard National Bank's Caterpillar position peaked at $7.86M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.