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Mechanics Bank - Trust Department’s Caterpillar CAT Stock Holding History

Mechanics Bank - Trust Department’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 		$2.14M Sell
2,013
-24
-1% -$21.1K 0.27% 86
2026
Q1 		$1.44M Sell
2,037
-63
-3% -$43.6K 0.2% 105
2025
Q4 		$1.2M Sell
2,100
-30
-1% -$16.7K 0.16% 116
2025
Q3 		$1.02M Sell
2,130
-50
-2% -$21.3K 0.14% 116
2025
Q2 		$846K Sell
2,180
-70
-3% -$23.3K 0.12% 127
2025
Q1 		$742K Sell
2,250
-123
-5% -$43.8K 0.1% 137
2024
Q4 		$861K Buy
2,373
+81
+4% +$31.4K 0.11% 123
2024
Q3 		$896K Sell
2,292
-47
-2% -$16.2K 0.12% 125
2024
Q2 		$779K Sell
2,339
-14
-0.6% -$4.85K 0.11% 127
2024
Q1 		$862K Sell
2,353
-48
-2% -$15.3K 0.13% 122
2023
Q4 		$710K Buy
2,401
+56
+2% +$14.5K 0.11% 123
2023
Q3 		$640K Sell
2,345
-242
-9% -$65.7K 0.11% 120
2023
Q2 		$637K Sell
2,587
-80
-3% -$17.8K 0.1% 126
2023
Q1 		$610K Sell
2,667
-70
-3% -$16.9K 0.1% 128
2022
Q4 		$656K Hold
2,737
– – 0.11% 126
2022
Q3 		$449K Sell
2,737
-85
-3% -$15.5K 0.08% 134
2022
Q2 		$504K Hold
2,822
– – 0.09% 131
2022
Q1 		$629K Sell
2,822
-6
-0.2% -$1.26K 0.1% 125
2021
Q4 		$585K Hold
2,828
– – 0.09% 132
2021
Q3 		$543K Hold
2,828
– – 0.09% 131
2021
Q2 		$615K Sell
2,828
-490
-15% -$113K 0.1% 126
2021
Q1 		$769K Sell
3,318
-1,025
-24% -$212K 0.13% 116
2020
Q4 		$790K Buy
4,343
+38
+0.9% +$6.44K 0.14% 107
2020
Q3 		$642K Sell
4,305
-150
-3% -$21.1K 0.13% 114
2020
Q2 		$564K Sell
4,455
-7
-0.2% -$830 0.12% 116
2020
Q1 		$518K Hold
4,462
– – 0.13% 108
2019
Q4 		$659K Sell
4,462
-147
-3% -$20.5K 0.13% 114
2019
Q3 		$582K Sell
4,609
-47
-1% -$5.97K 0.12% 124
2019
Q2 		$635K Sell
4,656
-189
-4% -$25K 0.14% 98
2019
Q1 		$656K Hold
4,845
– – 0.15% 102
2018
Q4 		$616K Sell
4,845
-7,300
-60% -$950K 0.16% 102
2018
Q3 		$1.85M Hold
12,145
– – 0.4% 71
2018
Q2 		$1.65M Buy
12,145
+100
+0.8% +$14.9K 0.38% 78
2018
Q1 		$1.77M Buy
12,045
+6,730
+127% +$1.06M 0.42% 71
2017
Q4 		$837K Sell
5,315
-150
-3% -$20.8K 0.19% 97
2017
Q3 		$682K Sell
5,465
-266
-5% -$30.6K 0.16% 100
2017
Q2 		$616K Sell
5,731
-769
-12% -$78.1K 0.15% 108
2017
Q1 		$603K Sell
6,500
-648
-9% -$61.3K 0.15% 106
2016
Q4 		$663K Buy
7,148
+278
+4% +$25.2K 0.16% 101
2016
Q3 		$610K Sell
6,870
-175
-2% -$14.3K 0.15% 102
2016
Q2 		$534K Sell
7,045
-400
-5% -$30K 0.2% 73
2016
Q1 		$570K Sell
7,445
-850
-10% -$57K 0.22% 68
2015
Q4 		$564K Sell
8,295
-3,335
-29% -$233K 0.22% 75
2015
Q3 		$760K Buy
11,630
+1,200
+12% +$91.8K 0.3% 67
2015
Q2 		$885K Hold
10,430
– – 0.31% 68
2015
Q1 		$835K Hold
10,430
– – 0.27% 70
2014
Q4 		$955K Sell
10,430
-629
-6% -$61.2K 0.3% 66
2014
Q3 		$1.1M Sell
11,059
-480
-4% -$50.9K 0.33% 61
2014
Q2 		$1.25M Sell
11,539
-115
-1% -$12.1K 0.36% 60
2014
Q1 		$1.16M Sell
11,654
-500
-4% -$47.2K 0.26% 64
2013
Q4 		$1.1M Sell
12,154
-1,025
-8% -$87.5K 0.27% 61
2013
Q3 		$1.1M Sell
13,179
-17,870
-58% -$1.51M 0.3% 60
2013
Q2 		$2.56M Buy
+31,049
New +$2.64M 0.68% 43

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

Mechanics Bank - Trust Department's CAT Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its Caterpillar (CAT) stake by 1.2% in Q2 2026, selling an estimated $21.1K and leaving 2,013 shares worth $2.14M. The position accounts for 0.27% of the portfolio, ranked #86.

Mechanics Bank - Trust Department first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.56M in Q2 2013. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mechanics Bank - Trust Department held 2,013 shares of Caterpillar worth $2.14M as of Q2 2026.
  • Mechanics Bank - Trust Department sold 24 Caterpillar shares in Q2 2026, an estimated $21.1K.
  • Caterpillar made up 0.27% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #86 holding.
  • Mechanics Bank - Trust Department first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Mechanics Bank - Trust Department's Caterpillar position peaked at $2.56M in Q2 2013.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.