Trust Company of Toledo’s Caterpillar CAT Stock Holding History

Trust Company of Toledo’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	$14.6M	Buy	13,719 +399	+3%	+$351K	1.22%	16
2026 Q1	$9.44M	Sell	13,320 -142	-1%	-$98.4K	0.9%	26
2025 Q4	$7.71M	Buy	13,462 +208	+2%	+$116K	0.76%	34
2025 Q3	$6.32M	Buy	13,254 +613	+5%	+$262K	0.63%	38
2025 Q2	$4.91M	Buy	12,641 +1,150	+10%	+$383K	0.54%	47
2025 Q1	$3.79M	Hold	11,491	–	–	0.5%	53
2024 Q4	$4.17M	Buy	11,491 +1,000	+10%	+$388K	0.55%	47
2024 Q3	$4.1M	Buy	10,491 +261	+3%	+$90.1K	0.56%	48
2024 Q2	$3.41M	Hold	10,230	–	–	0.49%	55
2024 Q1	$3.75M	Sell	10,230 -446	-4%	-$143K	0.59%	46
2023 Q4	$3.16M	Buy	10,676 +223	+2%	+$57.8K	0.54%	50
2023 Q3	$2.85M	Sell	10,453 -424	-4%	-$115K	0.56%	47
2023 Q2	$2.68M	Sell	10,877 -393	-3%	-$87.6K	0.45%	54
2023 Q1	$2.58M	Buy	11,270 +548	+5%	+$132K	0.46%	54
2022 Q4	$2.57K	Buy	10,722 +203	+2%	+$44.2K	0.49%	51
2022 Q3	$1.73M	Sell	10,519 -2,500	-19%	-$457K	0.34%	67
2022 Q2	$2.33M	Hold	13,019	–	–	0.41%	60
2022 Q1	$2.9M	Sell	13,019 -15	-0.1%	-$3.15K	0.45%	56
2021 Q4	$2.69M	Buy	13,034 +56	+0.4%	+$11.3K	0.4%	60
2021 Q3	$2.49M	Buy	12,978 +3,675	+40%	+$765K	0.41%	58
2021 Q2	$2.02M	Buy	9,303 +11	+0.1%	+$2.54K	0.34%	75
2021 Q1	$2.15M	Buy	9,292 +94	+1%	+$19.5K	0.39%	66
2020 Q4	$1.67M	Buy	9,198 +725	+9%	+$123K	0.32%	78
2020 Q3	$1.26M	Buy	8,473 +1,000	+13%	+$140K	0.28%	79
2020 Q2	$945K	Sell	7,473 -8	-0.1%	-$948	0.22%	91
2020 Q1	$868K	Buy	7,481 +93	+1%	+$11.9K	0.24%	93
2019 Q4	$1.09M	Sell	7,388 -750	-9%	-$105K	0.25%	92
2019 Q3	$1.03M	Buy	8,138 +2,000	+33%	+$254K	0.25%	93
2019 Q2	$837K	Hold	6,138	–	–	0.21%	102
2019 Q1	$832K	Sell	6,138 -100	-2%	-$13.3K	0.21%	100
2018 Q4	$793K	Buy	6,238 +575	+10%	+$74.8K	0.22%	102
2018 Q3	$864K	Hold	5,663	–	–	0.22%	101
2018 Q2	$768K	Sell	5,663 -129	-2%	-$19.3K	0.21%	103
2018 Q1	$854K	Hold	5,792	–	–	0.23%	98
2017 Q4	$913K	Hold	5,792	–	–	0.23%	96
2017 Q3	$722K	Hold	5,792	–	–	0.18%	114
2017 Q2	$622K	Buy	5,792 +2,561	+79%	+$260K	0.16%	117
2017 Q1	$300K	Hold	3,231	–	–	0.08%	157
2016 Q4	$300K	Buy	3,231 +100	+3%	+$9.06K	0.08%	155
2016 Q3	$278K	Hold	3,131	–	–	0.08%	155
2016 Q2	$237K	Sell	3,131 -575	-16%	-$43.1K	0.07%	161
2016 Q1	$284K	Sell	3,706 -390	-10%	-$26.2K	0.09%	146
2015 Q4	$278K	Sell	4,096 -145	-3%	-$10.1K	0.09%	147
2015 Q3	$277K	Sell	4,241 -200	-5%	-$15.3K	0.09%	154
2015 Q2	$376K	Sell	4,441 -200	-4%	-$17.2K	0.11%	143
2015 Q1	$371K	Hold	4,641	–	–	0.11%	138
2014 Q4	$424K	Sell	4,641 -150	-3%	-$14.6K	0.13%	134
2014 Q3	$475K	Sell	4,791 -36	-0.7%	-$3.82K	0.16%	121
2014 Q2	$525K	Hold	4,827	–	–	0.15%	120
2014 Q1	$480K	Sell	4,827 -4,216	-47%	-$398K	0.15%	123
2013 Q4	$821K	Sell	9,043 -200	-2%	-$17.1K	0.27%	95
2013 Q3	$770K	Sell	9,243 -783	-8%	-$66.2K	0.28%	81
2013 Q2	$827K	Buy	+10,026	New	+$853K	0.31%	82

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trust Company of Toledo's CAT Position: Q2 2026 in Review

Trust Company of Toledo increased its Caterpillar (CAT) stake by 3% in Q2 2026, buying an estimated $351K and bringing the position to 13,719 shares worth $14.6M. The position accounts for 1.22% of the portfolio, ranked #16.

Trust Company of Toledo first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Trust Company of Toledo held 13,719 shares of Caterpillar worth $14.6M as of Q2 2026.
Trust Company of Toledo bought 399 Caterpillar shares in Q2 2026, an estimated $351K.
Caterpillar made up 1.22% of Trust Company of Toledo's portfolio in Q2 2026, its #16 holding.
Trust Company of Toledo first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.