NDBT
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North Dallas Bank & Trust’s Caterpillar CAT Stock Holding History

North Dallas Bank & Trust’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 		$575K Sell
540
-43
-7% -$37.8K 0.34% 70
2026
Q1 		$413K Sell
583
-25
-4% -$17.3K 0.28% 81
2025
Q4 		$348K Buy
+608
New +$338K 0.23% 86
2025
Q2 		$201K Buy
+519
New +$173K 0.15% 98

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

North Dallas Bank & Trust's CAT Position: Q2 2026 in Review

North Dallas Bank & Trust reduced its Caterpillar (CAT) stake by 7.4% in Q2 2026, selling an estimated $37.8K and leaving 540 shares worth $575K. The position accounts for 0.34% of the portfolio, ranked #70.

North Dallas Bank & Trust first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • North Dallas Bank & Trust held 540 shares of Caterpillar worth $575K as of Q2 2026.
  • North Dallas Bank & Trust sold 43 Caterpillar shares in Q2 2026, an estimated $37.8K.
  • Caterpillar made up 0.34% of North Dallas Bank & Trust's portfolio in Q2 2026, its #70 holding.
  • North Dallas Bank & Trust first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on North Dallas Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.