Sanibel Captiva Trust Company’s Caterpillar CAT Stock Holding History

Sanibel Captiva Trust Company’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	$27.8M	Buy	39,177 +1,246	+3%	+$863K	0.78%	37
2025 Q4	$21.7M	Buy	37,931 +159	+0.4%	+$88.4K	0.6%	45
2025 Q3	$18M	Sell	37,772 -758	-2%	-$324K	0.51%	55
2025 Q2	$15M	Sell	38,530 -3,149	-8%	-$1.05M	0.46%	64
2025 Q1	$13.7M	Sell	41,679 -4,650	-10%	-$1.66M	0.45%	63
2024 Q4	$16.8M	Buy	46,329 +942	+2%	+$365K	0.54%	52
2024 Q3	$17.8M	Sell	45,387 -1,119	-2%	-$386K	0.57%	49
2024 Q2	$15.5M	Buy	46,506 +133	+0.3%	+$46.1K	0.53%	51
2024 Q1	$17M	Sell	46,373 -171	-0.4%	-$54.7K	0.58%	47
2023 Q4	$13.8M	Buy	+46,544	New	+$12.1M	0.51%	54

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanibel Captiva Trust Company's CAT Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Caterpillar (CAT) stake by 3.3% in Q1 2026, buying an estimated $863K and bringing the position to 39,177 shares worth $27.8M. The position accounts for 0.78% of the portfolio, ranked #37.

Sanibel Captiva Trust Company first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sanibel Captiva Trust Company held 39,177 shares of Caterpillar worth $27.8M as of Q1 2026.
Sanibel Captiva Trust Company bought 1,246 Caterpillar shares in Q1 2026, an estimated $863K.
Caterpillar made up 0.78% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #37 holding.
Sanibel Captiva Trust Company first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.