Trustco Bank (New York)’s Caterpillar CAT Stock Holding History

Trustco Bank (New York)’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 Q1	$1.05M	Hold	1,488	–	–	0.94%	30
2025 Q4	$852K	Buy	1,488 +200	+16%	+$111K	0.77%	35
2025 Q3	$615K	Sell	1,288 -30	-2%	-$12.8K	0.55%	42
2025 Q2	$512K	Buy	1,318 +200	+18%	+$66.7K	0.5%	48
2025 Q1	$369K	Sell	1,118 -113	-9%	-$40.3K	0.4%	53
2024 Q4	$447K	Hold	1,231	–	–	0.48%	49
2024 Q3	$481K	Hold	1,231	–	–	0.48%	49
2024 Q2	$410K	Hold	1,231	–	–	0.44%	49
2024 Q1	$451K	Sell	1,231 -150	-11%	-$47.9K	0.47%	49
2023 Q4	$408K	Sell	1,381 -210	-13%	-$54.5K	0.44%	54
2023 Q3	$434K	Hold	1,591	–	–	0.49%	50
2023 Q2	$391K	Hold	1,591	–	–	0.42%	53
2023 Q1	$364K	Sell	1,591 -150	-9%	-$36.3K	0.4%	52
2022 Q4	$417K	Sell	1,741 -12	-0.7%	-$2.61K	0.46%	51
2022 Q3	$288K	Sell	1,753 -200	-10%	-$36.5K	0.35%	55
2022 Q2	$350K	Sell	1,953 -60	-3%	-$12.6K	0.38%	54
2022 Q1	$448K	Hold	2,013	–	–	0.44%	50
2021 Q4	$416K	Buy	2,013 +50	+3%	+$10.1K	0.36%	55
2021 Q3	$377K	Hold	1,963	–	–	0.35%	57
2021 Q2	$427K	Hold	1,963	–	–	0.38%	56
2021 Q1	$455K	Hold	1,963	–	–	0.38%	55
2020 Q4	$357K	Buy	1,963 +200	+11%	+$33.9K	0.31%	62
2020 Q3	$263K	Buy	+1,763	New	+$248K	0.31%	61
2020 Q1	–	Sell	-1,463	Closed	-$216K	–	61
2019 Q4	$216K	Sell	1,463 -200	-12%	-$27.9K	0.23%	66
2019 Q3	$211K	Hold	1,663	–	–	0.23%	66
2019 Q2	$227K	Hold	1,663	–	–	0.25%	66
2019 Q1	$225K	Buy	+1,663	New	+$221K	0.25%	64
2018 Q4	–	Sell	-1,663	Closed	-$254K	–	52
2018 Q3	$254K	Hold	1,663	–	–	0.28%	63
2018 Q2	$225K	Hold	1,663	–	–	0.23%	64
2018 Q1	$245K	Hold	1,663	–	–	0.25%	62
2017 Q4	$262K	Hold	1,663	–	–	0.27%	59
2017 Q3	$208K	Sell	1,663 -200	-11%	-$23K	0.2%	70
2017 Q2	$200K	Buy	+1,863	New	+$189K	0.2%	72
2015 Q1	–	Sell	-2,243	Closed	-$205K	–	66
2014 Q4	$205K	Hold	2,243	–	–	0.19%	66
2014 Q3	$222K	Hold	2,243	–	–	0.2%	65
2014 Q2	$244K	Hold	2,243	–	–	0.23%	60
2014 Q1	$222K	Sell	2,243 -300	-12%	-$28.3K	0.21%	63
2013 Q4	$231K	Sell	2,543 -100	-4%	-$8.54K	0.21%	64
2013 Q3	$220K	Sell	2,643 -200	-7%	-$16.9K	0.22%	63
2013 Q2	$234K	Buy	+2,843	New	+$242K	0.22%	63

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 $336B AUM 34.66% 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

Trustco Bank (New York)'s CAT Position: Q1 2026 in Review

Trustco Bank (New York) held its Caterpillar (CAT) position steady in Q1 2026 at 1,488 shares worth $1.05M. The position accounts for 0.94% of the portfolio, ranked #30.

Trustco Bank (New York) first reported a position in CAT in Q2 2013 and has held it in 40 quarters since. 3,741 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Trustco Bank (New York) held 1,488 shares of Caterpillar worth $1.05M as of Q1 2026.
Trustco Bank (New York) left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.94% of Trustco Bank (New York)'s portfolio in Q1 2026, its #30 holding.
Trustco Bank (New York) first reported a position in Caterpillar in Q2 2013 and has held it in 40 quarters since.
3,741 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Trustco Bank (New York)'s 13F filing for Q1 2026, filed 13 May 2026.