Trust Company’s Caterpillar CAT Stock Holding History

Trust 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	$2.03M	Buy	1,904 +1	+0.1%	+$878	0.18%	51
2026 Q1	$1.35M	Buy	1,903 +421	+28%	+$292K	0.13%	66
2025 Q4	$849K	Buy	1,482 +1,082	+271%	+$601K	0.08%	85
2025 Q3	$191K	Sell	400 -271	-40%	-$116K	0.02%	144
2025 Q2	$260K	Buy	671 +152	+29%	+$50.7K	0.03%	127
2025 Q1	$171K	Buy	519 +100	+24%	+$35.6K	0.02%	151
2024 Q4	$152K	Hold	419	–	–	0.02%	152
2024 Q3	$164K	Buy	419 +28	+7%	+$9.67K	0.02%	142
2024 Q2	$130K	Hold	391	–	–	0.02%	139
2024 Q1	$143K	Hold	391	–	–	0.02%	135
2023 Q4	$116K	Hold	391	–	–	0.01%	144
2023 Q3	$107K	Sell	391 -489	-56%	-$133K	0.02%	146
2023 Q2	$217K	Sell	880 -2,331	-73%	-$520K	0.03%	132
2023 Q1	$735K	Hold	3,211	–	–	0.11%	73
2022 Q4	$769K	Sell	3,211 -61	-2%	-$13.3K	0.12%	71
2022 Q3	$537K	Hold	3,272	–	–	0.12%	77
2022 Q2	$585K	Sell	3,272 -60	-2%	-$12.6K	0.13%	75
2022 Q1	$742K	Sell	3,332 -950	-22%	-$199K	0.14%	72
2021 Q4	$885K	Hold	4,282	–	–	0.21%	60
2021 Q3	$822K	Sell	4,282 -7	-0.2%	-$1.46K	0.21%	58
2021 Q2	$933K	Sell	4,289 -776	-15%	-$179K	0.65%	48
2021 Q1	$1.17M	Sell	5,065 -624	-11%	-$129K	0.85%	32
2020 Q4	$1.04M	Sell	5,689 -160	-3%	-$27.1K	0.82%	33
2020 Q3	$872K	Buy	5,849 +569	+11%	+$79.9K	0.73%	38
2020 Q2	$668K	Buy	5,280 +828	+19%	+$98.2K	0.64%	47
2020 Q1	$517K	Hold	4,452	–	–	0.57%	43
2019 Q4	$657K	Sell	4,452 -123	-3%	-$17.2K	0.58%	46
2019 Q3	$578K	Hold	4,575	–	–	0.55%	50
2019 Q2	$624K	Hold	4,575	–	–	0.57%	52
2019 Q1	$620K	Buy	4,575 +100	+2%	+$13.3K	0.36%	59
2018 Q4	$569K	Sell	4,475 -834	-16%	-$109K	0.32%	51
2018 Q3	$810K	Hold	5,309	–	–	0.37%	39
2018 Q2	$720K	Hold	5,309	–	–	0.33%	46
2018 Q1	$782K	Hold	5,309	–	–	0.29%	44
2017 Q4	$837K	Hold	5,309	–	–	0.35%	33
2017 Q3	$662K	Hold	5,309	–	–	0.36%	36
2017 Q2	$571K	Hold	5,309	–	–	0.26%	53
2017 Q1	$492K	Sell	5,309 -100	-2%	-$9.47K	0.22%	66
2016 Q4	$502K	Hold	5,409	–	–	0.26%	63
2016 Q3	$480K	Sell	5,409 -880	-14%	-$72K	0.21%	83
2016 Q2	$477K	Hold	6,289	–	–	0.18%	77
2016 Q1	$481K	Buy	6,289 +15	+0.2%	+$1.01K	0.22%	75
2015 Q4	$426K	Buy	6,274 +1,380	+28%	+$96.5K	0.2%	71
2015 Q3	$320K	Sell	4,894 -12,415	-72%	-$950K	0.18%	73
2015 Q2	$1.47M	Sell	17,309 -4,908	-22%	-$422K	0.92%	49
2015 Q1	$1.78M	Buy	+22,217	New	+$1.85M	1.12%	40

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

Trust Company's CAT Position: Q2 2026 in Review

Trust Company increased its Caterpillar (CAT) stake by 0.05% in Q2 2026, buying an estimated $878 and bringing the position to 1,904 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #51.

Trust Company first reported a position in CAT in Q1 2015 and has held it in 46 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Trust Company held 1,904 shares of Caterpillar worth $2.03M as of Q2 2026.
Trust Company bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.18% of Trust Company's portfolio in Q2 2026, its #51 holding.
Trust Company first reported a position in Caterpillar in Q1 2015 and has held it in 46 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.