PFBT
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Parkside Financial Bank & Trust’s Caterpillar CAT Stock Holding History

Parkside Financial 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
Q1 		$3.89M Sell
5,492
-412
-7% -$285K 0.3% 56
2025
Q4 		$3.38M Sell
5,904
-453
-7% -$252K 0.25% 62
2025
Q3 		$3.03M Buy
6,357
+31
+0.5% +$13.2K 0.23% 66
2025
Q2 		$2.46M Buy
6,326
+59
+0.9% +$19.7K 0.26% 76
2025
Q1 		$2.07M Buy
6,267
+295
+5% +$105K 0.26% 74
2024
Q4 		$2.17M Buy
5,972
+144
+2% +$55.8K 0.29% 65
2024
Q3 		$2.28M Buy
5,828
+214
+4% +$73.9K 0.32% 62
2024
Q2 		$1.87M Buy
5,614
+8
+0.1% +$2.77K 0.29% 64
2024
Q1 		$2.05M Buy
5,606
+553
+11% +$177K 0.33% 58
2023
Q4 		$1.49M Sell
5,053
-503
-9% -$130K 0.27% 68
2023
Q3 		$1.52M Buy
5,556
+86
+2% +$23.3K 0.35% 52
2023
Q2 		$1.35M Buy
5,470
+597
+12% +$133K 0.32% 57
2023
Q1 		$1.12M Sell
4,873
-534
-10% -$129K 0.3% 58
2022
Q4 		$1.3M Buy
5,407
+353
+7% +$76.8K 0.37% 52
2022
Q3 		$829K Sell
5,054
-91
-2% -$16.6K 0.26% 60
2022
Q2 		$919K Buy
5,145
+3,264
+174% +$688K 0.28% 60
2022
Q1 		$419K Buy
1,881
+84
+5% +$17.6K 0.11% 135
2021
Q4 		$371K Sell
1,797
-343
-16% -$69.1K 0.09% 158
2021
Q3 		$411K Sell
2,140
-9
-0.4% -$1.87K 0.12% 118
2021
Q2 		$467K Sell
2,149
-358
-14% -$82.7K 0.14% 112
2021
Q1 		$581K Buy
2,507
+26
+1% +$5.38K 0.18% 83
2020
Q4 		$452K Buy
2,481
+233
+10% +$39.5K 0.14% 108
2020
Q3 		$335K Sell
2,248
-1,165
-34% -$164K 0.12% 120
2020
Q2 		$432K Sell
3,413
-216
-6% -$25.6K 0.14% 105
2020
Q1 		$421K Buy
3,629
+54
+2% +$6.9K 0.16% 87
2019
Q4 		$528K Buy
3,575
+478
+15% +$66.7K 0.15% 91
2019
Q3 		$392K Buy
3,097
+330
+12% +$41.9K 0.13% 122
2019
Q2 		$377K Buy
2,767
+161
+6% +$21.3K 0.12% 128
2019
Q1 		$353K Buy
2,606
+3
+0.1% +$398 0.12% 134
2018
Q4 		$331K Buy
2,603
+117
+5% +$15.2K 0.12% 124
2018
Q3 		$379K Sell
2,486
-15
-0.6% -$2.12K 0.13% 129
2018
Q2 		$339K Sell
2,501
-197
-7% -$29.4K 0.13% 136
2018
Q1 		$397K Sell
2,698
-14
-0.5% -$2.21K 0.15% 105
2017
Q4 		$428K Buy
2,712
+561
+26% +$77.8K 0.16% 102
2017
Q3 		$268K Buy
2,151
+614
+40% +$70.7K 0.1% 141
2017
Q2 		$165K Buy
1,537
+45
+3% +$4.57K 0.07% 161
2017
Q1 		$139K Sell
1,492
-739
-33% -$70K 0.06% 172
2016
Q4 		$206K Buy
2,231
+114
+5% +$10.3K 0.09% 156
2016
Q3 		$188K Sell
2,117
-355
-14% -$29K 0.09% 162
2016
Q2 		$187K Buy
2,472
+458
+23% +$34.3K 0.09% 152
2016
Q1 		$154K Buy
2,014
+128
+7% +$8.59K 0.08% 170
2015
Q4 		$129K Buy
1,886
+203
+12% +$14.2K 0.06% 187
2015
Q3 		$110K Buy
+1,683
New +$129K 0.06% 192
2015
Q1 		– Sell
-2,199
Closed -$202K – 176
2014
Q4 		$202K Sell
2,199
-103
-4% -$10K 0.11% 160
2014
Q3 		$229K Sell
2,302
-74
-3% -$7.84K 0.14% 147
2014
Q2 		$259K Sell
2,376
-1,253
-35% -$132K 0.15% 135
2014
Q1 		$360K Buy
3,629
+37
+1% +$3.49K 0.23% 101
2013
Q4 		$326K Sell
3,592
-955
-21% -$81.5K 0.22% 104
2013
Q3 		$380K Sell
4,547
-344
-7% -$29.1K 0.3% 82
2013
Q2 		$404K Buy
+4,891
New +$416K 0.32% 73

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

Parkside Financial Bank & Trust's CAT Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Caterpillar (CAT) stake by 7% in Q1 2026, selling an estimated $285K and leaving 5,492 shares worth $3.89M. The position accounts for 0.3% of the portfolio, ranked #56.

Parkside Financial Bank & Trust first reported a position in CAT in Q2 2013 and has held it in 50 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Parkside Financial Bank & Trust held 5,492 shares of Caterpillar worth $3.89M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 412 Caterpillar shares in Q1 2026, an estimated $285K.
  • Caterpillar made up 0.3% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #56 holding.
  • Parkside Financial Bank & Trust first reported a position in Caterpillar in Q2 2013 and has held it in 50 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.