MCB
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Morton Community Bank’s Caterpillar CAT Stock Holding History

Morton Community 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
Q1 		$368K Hold
519
– – 0.08% 102
2025
Q4 		$341K Sell
519
-3,833
-88% -$2.13M 0.07% 105
2025
Q3 		$2.51M Buy
4,352
+3,755
+629% +$1.6M 0.58% 87
2025
Q2 		$232K Buy
+597
New +$199K 0.06% 108
2025
Q1 		– Sell
-1,493
Closed -$542K – 111
2024
Q4 		$542K Buy
1,493
+647
+76% +$251K 0.14% 100
2024
Q3 		$331K Buy
846
+99
+13% +$34.2K 0.09% 102
2024
Q2 		$249K Sell
747
-850
-53% -$295K 0.07% 105
2024
Q1 		$585K Buy
1,597
+800
+100% +$256K 0.17% 96
2023
Q4 		$236K Buy
+797
New +$207K 0.08% 108

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morton Community Bank's CAT Position: Q1 2026 in Review

Morton Community Bank held its Caterpillar (CAT) position steady in Q1 2026 at 519 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #102.

Morton Community Bank first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.51M in Q3 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Morton Community Bank held 519 shares of Caterpillar worth $368K as of Q1 2026.
  • Morton Community Bank left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.08% of Morton Community Bank's portfolio in Q1 2026, its #102 holding.
  • Morton Community Bank first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
  • Morton Community Bank's Caterpillar position peaked at $2.51M in Q3 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.