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 Q2	$476K	Sell	447 -72	-14%	-$63.3K	0.1%	100
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Morton Community Bank's CAT Position: Q2 2026 in Review

Morton Community Bank reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $63.3K and leaving 447 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #100.

Morton Community Bank first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.51M in Q3 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Morton Community Bank held 447 shares of Caterpillar worth $476K as of Q2 2026.
Morton Community Bank sold 72 Caterpillar shares in Q2 2026, an estimated $63.3K.
Caterpillar made up 0.1% of Morton Community Bank's portfolio in Q2 2026, its #100 holding.
Morton Community Bank first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Caterpillar position peaked at $2.51M in Q3 2025.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.