Truist Financial’s Caterpillar CAT Stock Holding History

Truist Financial’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
2020 Q4	–	Sell	-3,500	Closed	-$522K	–	2555
2020 Q3	$522K	Buy	+3,500	New	+$492K	﹤0.01%	1707

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

Truist Financial's CAT Position: Q1 2026 in Review

Truist Financial reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $1.58M and leaving 209,163 shares worth $148M. The position accounts for 0.2% of the portfolio, ranked #100.

Truist Financial first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Truist Financial held 209,163 shares of Caterpillar worth $148M as of Q1 2026.
Truist Financial sold 2,286 Caterpillar shares in Q1 2026, an estimated $1.58M.
Caterpillar made up 0.2% of Truist Financial's portfolio in Q1 2026, its #100 holding.
Truist Financial first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.