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STAR Financial Bank’s Caterpillar CAT Stock Holding History

STAR Financial 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 		$899K Sell
844
-6
-0.7% -$5.27K 0.37% 40
2026
Q1 		$602K Sell
850
-13
-2% -$9K 0.28% 47
2025
Q4 		$494K Sell
863
-559
-39% -$311K 0.25% 60
2025
Q3 		$679K Buy
1,422
+323
+29% +$138K 0.4% 48
2025
Q2 		$427K Buy
1,099
+41
+4% +$13.7K 0.27% 71
2025
Q1 		$349K Sell
1,058
-111
-9% -$39.5K 0.26% 75
2024
Q4 		$424K Sell
1,169
-215
-16% -$83.4K 0.31% 65
2024
Q3 		$541K Sell
1,384
-197
-12% -$68K 0.36% 61
2024
Q2 		$527K Sell
1,581
-219
-12% -$75.9K 0.41% 63
2024
Q1 		$660K Buy
1,800
+43
+2% +$13.7K 0.56% 45
2023
Q4 		$519K Buy
1,757
+135
+8% +$35K 0.47% 54
2023
Q3 		$443K Sell
1,622
-150
-8% -$40.7K 0.45% 55
2023
Q2 		$436K Buy
1,772
+885
+100% +$197K 0.41% 58
2023
Q1 		$203K Buy
+887
New +$214K 0.2% 92

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

STAR Financial Bank's CAT Position: Q2 2026 in Review

STAR Financial Bank reduced its Caterpillar (CAT) stake by 0.71% in Q2 2026, selling an estimated $5.27K and leaving 844 shares worth $899K. The position accounts for 0.37% of the portfolio, ranked #40.

STAR Financial Bank first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • STAR Financial Bank held 844 shares of Caterpillar worth $899K as of Q2 2026.
  • STAR Financial Bank sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.37% of STAR Financial Bank's portfolio in Q2 2026, its #40 holding.
  • STAR Financial Bank first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.