Norway Savings Bank’s Caterpillar CAT Stock Holding History

Norway Savings 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	$4.85M	Sell	4,557 -229	-5%	-$201K	2.03%	14
2026 Q1	$3.39M	Sell	4,786 -221	-4%	-$153K	1.61%	21
2025 Q4	$2.87M	Buy	5,007 +404	+9%	+$225K	1.33%	27
2025 Q3	$2.2M	Buy	4,603 +30	+0.7%	+$12.8K	1.06%	33
2025 Q2	$1.78M	Buy	4,573 +128	+3%	+$42.7K	0.91%	37
2025 Q1	$1.47M	Sell	4,445 -18	-0.4%	-$6.41K	0.83%	41
2024 Q4	$1.62M	Sell	4,463 -14	-0.3%	-$5.43K	0.9%	34
2024 Q3	$1.75M	Buy	4,477 +110	+3%	+$38K	0.95%	35
2024 Q2	$1.45M	Sell	4,367 -135	-3%	-$46.8K	0.83%	41
2024 Q1	$1.65M	Buy	4,502 +22	+0.5%	+$7.03K	0.69%	52
2023 Q4	$1.32M	Buy	4,480 +105	+2%	+$27.2K	0.59%	61
2023 Q3	$1.19M	Buy	4,375 +30	+0.7%	+$8.14K	0.59%	60
2023 Q2	$1.07M	Buy	4,345 +890	+26%	+$198K	0.58%	62
2023 Q1	$791K	Buy	3,455 +60	+2%	+$14.5K	0.4%	81
2022 Q4	$813K	Buy	3,395 +165	+5%	+$35.9K	0.41%	80
2022 Q3	$530K	Buy	3,230 +155	+5%	+$28.3K	0.29%	91
2022 Q2	$550K	Buy	3,075 +773	+34%	+$163K	0.28%	93
2022 Q1	$513K	Buy	2,302 +1,325	+136%	+$278K	0.23%	104
2021 Q4	$202K	Sell	977 -50	-5%	-$10.1K	0.09%	142
2021 Q3	$197K	Buy	1,027 +75	+8%	+$15.6K	0.09%	140
2021 Q2	$207K	Sell	952 -25	-3%	-$5.77K	0.1%	139
2021 Q1	$227K	Sell	977 -175	-15%	-$36.2K	0.12%	128
2020 Q4	$210K	Buy	1,152 +22	+2%	+$3.73K	0.12%	126
2020 Q3	$169K	Hold	1,130	–	–	0.11%	122
2020 Q2	$143K	Hold	1,130	–	–	0.11%	119
2020 Q1	$131K	Sell	1,130 -180	-14%	-$23K	0.11%	117
2019 Q4	$193K	Sell	1,310 -50	-4%	-$6.98K	0.14%	107
2019 Q3	$172K	Hold	1,360	–	–	0.14%	105
2019 Q2	$185K	Sell	1,360 -100	-7%	-$13.2K	0.16%	99
2019 Q1	$198K	Sell	1,460 -230	-14%	-$30.6K	0.17%	97
2018 Q4	$215K	Sell	1,690 -100	-6%	-$13K	0.21%	92
2018 Q3	$273K	Sell	1,790 -50	-3%	-$7.07K	0.24%	85
2018 Q2	$250K	Hold	1,840	–	–	0.23%	84
2018 Q1	$271K	Sell	1,840 -20	-1%	-$3.16K	0.26%	80
2017 Q4	$293K	Sell	1,860 -20	-1%	-$2.77K	0.28%	75
2017 Q3	$234K	Sell	1,880 -200	-10%	-$23K	0.22%	84
2017 Q2	$224K	Buy	2,080 +100	+5%	+$10.2K	0.22%	84
2017 Q1	$184K	Sell	1,980 -675	-25%	-$63.9K	0.19%	92
2016 Q4	$246K	Buy	+2,655	New	+$241K	0.23%	87

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Norway Savings Bank's CAT Position: Q2 2026 in Review

Norway Savings Bank reduced its Caterpillar (CAT) stake by 4.8% in Q2 2026, selling an estimated $201K and leaving 4,557 shares worth $4.85M. The position accounts for 2.03% of the portfolio, ranked #14.

Norway Savings Bank first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,976 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Norway Savings Bank held 4,557 shares of Caterpillar worth $4.85M as of Q2 2026.
Norway Savings Bank sold 229 Caterpillar shares in Q2 2026, an estimated $201K.
Caterpillar made up 2.03% of Norway Savings Bank's portfolio in Q2 2026, its #14 holding.
Norway Savings Bank first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
1,976 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Norway Savings Bank's 13F filing for Q2 2026, filed 8 Jul 2026.