Tower Trust & Investment Company’s Caterpillar CAT Stock Holding History

Tower Trust & Investment 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 Q2	$2.34M	Sell	2,197 -124	-5%	-$109K	1.42%	15
2026 Q1	$1.64M	Sell	2,321 -227	-9%	-$157K	1.08%	18
2025 Q4	$1.46M	Buy	2,548 +360	+16%	+$200K	0.92%	20
2025 Q3	$1.04M	Buy	2,188 +1,631	+293%	+$696K	0.7%	33
2025 Q2	$216K	Hold	557	–	–	0.15%	89
2025 Q1	$172K	Buy	+557	New	+$198K	0.14%	88

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tower Trust & Investment Company's CAT Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Caterpillar (CAT) stake by 5.3% in Q2 2026, selling an estimated $109K and leaving 2,197 shares worth $2.34M. The position accounts for 1.42% of the portfolio, ranked #15.

Tower Trust & Investment Company first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Tower Trust & Investment Company held 2,197 shares of Caterpillar worth $2.34M as of Q2 2026.
Tower Trust & Investment Company sold 124 Caterpillar shares in Q2 2026, an estimated $109K.
Caterpillar made up 1.42% of Tower Trust & Investment Company's portfolio in Q2 2026, its #15 holding.
Tower Trust & Investment Company first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.