Missouri Trust & Investment Company’s Caterpillar CAT Stock Holding History

Missouri Trust & Investment Company’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 Q1	$2.55M	Sell	3,594 -25	-0.7%	-$17.3K	0.75%	27
2025 Q4	$2.07M	Sell	3,619 -30	-0.8%	-$16.7K	0.61%	34
2025 Q3	$1.74M	Hold	3,649	–	–	0.51%	41
2025 Q2	$1.42M	Sell	3,649 -5	-0.1%	-$1.67K	0.46%	43
2025 Q1	$1.21M	Sell	3,654 -35	-0.9%	-$12.5K	0.42%	55
2024 Q4	$1.34M	Hold	3,689	–	–	0.47%	44
2024 Q3	$1.44M	Sell	3,689 -5	-0.1%	-$1.73K	0.5%	43
2024 Q2	$1.23M	Sell	3,694 -10	-0.3%	-$3.47K	0.46%	47
2024 Q1	$1.36M	Buy	3,704 +325	+10%	+$104K	0.52%	43
2023 Q4	$999K	Sell	3,379 -100	-3%	-$25.9K	0.4%	56
2023 Q3	$950K	Sell	3,479 -10	-0.3%	-$2.71K	0.43%	48
2023 Q2	$858K	Buy	3,489 +1,260	+57%	+$281K	0.48%	53
2023 Q1	$510K	Sell	2,229 -195	-8%	-$47.1K	0.33%	74
2022 Q4	$581K	Buy	2,424 +360	+17%	+$78.4K	0.35%	64
2022 Q3	$339K	Hold	2,064	–	–	0.22%	80
2022 Q2	$369K	Hold	2,064	–	–	0.24%	81
2022 Q1	$460K	Sell	2,064 -245	-11%	-$51.4K	0.27%	79
2021 Q4	$477K	Buy	+2,309	New	+$465K	0.28%	77

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Missouri Trust & Investment Company's CAT Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its Caterpillar (CAT) stake by 0.69% in Q1 2026, selling an estimated $17.3K and leaving 3,594 shares worth $2.55M. The position accounts for 0.75% of the portfolio, ranked #27.

Missouri Trust & Investment Company first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Missouri Trust & Investment Company held 3,594 shares of Caterpillar worth $2.55M as of Q1 2026.
Missouri Trust & Investment Company sold 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
Caterpillar made up 0.75% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #27 holding.
Missouri Trust & Investment Company first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.