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Southern Michigan Bank & Trust’s Caterpillar CAT Stock Holding History

Southern Michigan 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 		$3.52M Buy
3,302
+982
+42% +$863K 1.25% 11
2026
Q1 		$1.64M Buy
+2,320
New +$1.61M 0.63% 17

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Southern Michigan Bank & Trust's CAT Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its Caterpillar (CAT) stake by 42% in Q2 2026, buying an estimated $863K and bringing the position to 3,302 shares worth $3.52M. The position accounts for 1.25% of the portfolio, ranked #11.

Southern Michigan Bank & Trust first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Southern Michigan Bank & Trust held 3,302 shares of Caterpillar worth $3.52M as of Q2 2026.
  • Southern Michigan Bank & Trust bought 982 Caterpillar shares in Q2 2026, an estimated $863K.
  • Caterpillar made up 1.25% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #11 holding.
  • Southern Michigan Bank & Trust first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.