Simmons Bank’s Caterpillar CAT Stock Holding History

Simmons 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 Q1	$18.6M	Sell	26,265 -1,132	-4%	-$784K	1.25%	15
2025 Q4	$15.7M	Sell	27,397 -339	-1%	-$188K	1.05%	21
2025 Q3	$13.2M	Sell	27,736 -409	-1%	-$175K	0.88%	24
2025 Q2	$10.9M	Sell	28,145 -275	-1%	-$91.7K	0.78%	31
2025 Q1	$9.37M	Sell	28,420 -1,463	-5%	-$521K	0.71%	36
2024 Q4	$10.8M	Sell	29,883 -1,531	-5%	-$594K	0.79%	27
2024 Q3	$12.3M	Sell	31,414 -1,340	-4%	-$463K	0.89%	24
2024 Q2	$10.9M	Sell	32,754 -5,793	-15%	-$2.01M	0.82%	27
2024 Q1	$14.1M	Buy	38,547 +860	+2%	+$275K	1.06%	20
2023 Q4	$11.1M	Buy	37,687 +1,196	+3%	+$310K	0.91%	24
2023 Q3	$9.96M	Sell	36,491 -1,452	-4%	-$394K	0.88%	25
2023 Q2	$9.34M	Sell	37,943 -274	-0.7%	-$61.1K	0.78%	30
2023 Q1	$8.75M	Buy	38,217 +1,100	+3%	+$266K	0.75%	35
2022 Q4	$8.89M	Buy	37,117 +1,400	+4%	+$305K	0.76%	33
2022 Q3	$5.86M	Buy	35,717 +2,027	+6%	+$370K	0.55%	45
2022 Q2	$6.02M	Buy	33,690 +4,574	+16%	+$964K	0.53%	47
2022 Q1	$6.49M	Buy	29,116 +2,256	+8%	+$473K	0.49%	55
2021 Q4	$5.55M	Buy	26,860 +1,449	+6%	+$292K	0.39%	66
2021 Q3	$4.88M	Buy	25,411 +512	+2%	+$107K	0.35%	73
2021 Q2	$5.42M	Buy	24,899 +2,337	+10%	+$540K	0.39%	67
2021 Q1	$5.23M	Buy	22,562 +1,833	+9%	+$379K	0.39%	63
2020 Q4	$3.77M	Buy	20,729 +1,004	+5%	+$170K	0.3%	81
2020 Q3	$2.94M	Sell	19,725 -6,567	-25%	-$922K	0.24%	97
2020 Q2	$3.33M	Buy	26,292 +1	+0%	+$119	0.27%	87
2020 Q1	$3.05M	Buy	26,291 +3,565	+16%	+$455K	0.27%	82
2019 Q4	$3.36M	Buy	22,726 +28	+0.1%	+$3.91K	0.3%	75
2019 Q3	$2.87M	Buy	22,698 +6,347	+39%	+$806K	0.28%	81
2019 Q2	$2.23M	Sell	16,351 -4,245	-21%	-$561K	0.22%	106
2019 Q1	$2.79M	Buy	20,596 +509	+3%	+$67.6K	0.27%	81
2018 Q4	$2.55M	Buy	20,087 +207	+1%	+$26.9K	0.29%	72
2018 Q3	$3.03M	Sell	19,880 -21,584	-52%	-$3.05M	0.3%	71
2018 Q2	$4.38M	Buy	41,464 +21,908	+112%	+$3.27M	0.4%	54
2018 Q1	$2.88M	Sell	19,556 -75	-0.4%	-$11.8K	0.26%	71
2017 Q4	$3.09M	Buy	19,631 +426	+2%	+$59.1K	0.31%	60
2017 Q3	$2.4M	Buy	19,205 +135	+0.7%	+$15.5K	0.25%	85
2017 Q2	$2.05M	Sell	19,070 -711	-4%	-$72.2K	0.23%	94
2017 Q1	$1.83M	Sell	19,781 -458	-2%	-$43.4K	0.2%	93
2016 Q4	$1.88M	Sell	20,239 -15,588	-44%	-$1.41M	0.21%	101
2016 Q3	$3.18M	Sell	35,827 -1,307	-4%	-$107K	0.35%	57
2016 Q2	$2.81M	Buy	37,134 +316	+0.9%	+$23.7K	0.31%	65
2016 Q1	$2.82M	Buy	+36,818	New	+$2.47M	0.31%	63

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

Simmons Bank's CAT Position: Q1 2026 in Review

Simmons Bank reduced its Caterpillar (CAT) stake by 4.1% in Q1 2026, selling an estimated $784K and leaving 26,265 shares worth $18.6M. The position accounts for 1.25% of the portfolio, ranked #15.

Simmons Bank first reported a position in CAT in Q1 2016 and has held it in 41 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Simmons Bank held 26,265 shares of Caterpillar worth $18.6M as of Q1 2026.
Simmons Bank sold 1,132 Caterpillar shares in Q1 2026, an estimated $784K.
Caterpillar made up 1.25% of Simmons Bank's portfolio in Q1 2026, its #15 holding.
Simmons Bank first reported a position in Caterpillar in Q1 2016 and has held it in 41 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.