TC
CAT icon

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
Q3 		$1.51M Sell
1,859
-45
-2% -$38.2K 0.13% 61
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Trust Company's CAT Position: Q3 2026 in Review

Trust Company reduced its Caterpillar (CAT) stake by 2.4% in Q3 2026, selling an estimated $38.2K and leaving 1,859 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #61.

Trust Company first reported a position in CAT in Q1 2015 and has held it in 47 quarters since. The position peaked at $2.03M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Trust Company held 1,859 shares of Caterpillar worth $1.51M as of Q3 2026.
  • Trust Company sold 45 Caterpillar shares in Q3 2026, an estimated $38.2K.
  • Caterpillar made up 0.13% of Trust Company's portfolio in Q3 2026, its #61 holding.
  • Trust Company first reported a position in Caterpillar in Q1 2015 and has held it in 47 quarters since.
  • Trust Company's Caterpillar position peaked at $2.03M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.