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 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 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

STAR Financial Bank's CAT Position: Q1 2026 in Review

STAR Financial Bank reduced its Caterpillar (CAT) stake by 1.5% in Q1 2026, selling an estimated $9K and leaving 850 shares worth $602K. The position accounts for 0.28% of the portfolio, ranked #47.

STAR Financial Bank first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $679K in Q3 2025. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

STAR Financial Bank held 850 shares of Caterpillar worth $602K as of Q1 2026.
STAR Financial Bank sold 13 Caterpillar shares in Q1 2026, an estimated $9K.
Caterpillar made up 0.28% of STAR Financial Bank's portfolio in Q1 2026, its #47 holding.
STAR Financial Bank first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
STAR Financial Bank's Caterpillar position peaked at $679K in Q3 2025.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.