Trustmark National Bank Trust Department’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Sell |
2,807
-202
| -7% | -$140K | 0.13% | 118 |
|
|
2025
Q4 | $1.72M | Buy |
3,009
+38
| +1% | +$21.1K | 0.11% | 127 |
|
|
2025
Q3 | $1.42M | Buy |
2,971
+72
| +2% | +$30.7K | 0.09% | 138 |
|
|
2025
Q2 | $1.13M | Sell |
2,899
-349
| -11% | -$116K | 0.08% | 156 |
|
|
2025
Q1 | $1.07M | Sell |
3,248
-69
| -2% | -$24.6K | 0.08% | 154 |
|
|
2024
Q4 | $1.2M | Sell |
3,317
-381
| -10% | -$148K | 0.09% | 143 |
|
|
2024
Q3 | $1.45M | Sell |
3,698
-1,194
| -24% | -$412K | 0.11% | 128 |
|
|
2024
Q2 | $1.63M | Buy |
4,892
+483
| +11% | +$167K | 0.13% | 125 |
|
|
2024
Q1 | $1.62M | Buy |
4,409
+699
| +19% | +$223K | 0.13% | 128 |
|
|
2023
Q4 | $1.1M | Sell |
3,710
-274
| -7% | -$71.1K | 0.1% | 140 |
|
|
2023
Q3 | $1.09M | Sell |
3,984
-320
| -7% | -$86.8K | 0.11% | 132 |
|
|
2023
Q2 | $1.06M | Sell |
4,304
-103
| -2% | -$23K | 0.1% | 143 |
|
|
2023
Q1 | $1.01M | Buy |
4,407
+205
| +5% | +$49.6K | 0.09% | 146 |
|
|
2022
Q4 | $1.01M | Buy |
4,202
+144
| +4% | +$31.3K | 0.09% | 139 |
|
|
2022
Q3 | $666K | Sell |
4,058
-540
| -12% | -$98.6K | 0.06% | 155 |
|
|
2022
Q2 | $822K | Sell |
4,598
-164
| -3% | -$34.6K | 0.07% | 146 |
|
|
2022
Q1 | $1.06M | Buy |
4,762
+36
| +0.8% | +$7.55K | 0.08% | 146 |
|
|
2021
Q4 | $977K | Sell |
4,726
-400
| -8% | -$80.5K | 0.07% | 146 |
|
|
2021
Q3 | $984K | Sell |
5,126
-502
| -9% | -$105K | 0.08% | 142 |
|
|
2021
Q2 | $1.23M | Buy |
5,628
+446
| +9% | +$103K | 0.1% | 135 |
|
|
2021
Q1 | $1.2M | Sell |
5,182
-430
| -8% | -$89K | 0.1% | 138 |
|
|
2020
Q4 | $1.02M | Buy |
5,612
+550
| +11% | +$93.3K | 0.09% | 129 |
|
|
2020
Q3 | $755K | Sell |
5,062
-145
| -3% | -$20.4K | 0.08% | 139 |
|
|
2020
Q2 | $659K | Sell |
5,207
-415
| -7% | -$49.2K | 0.07% | 139 |
|
|
2020
Q1 | $652K | Buy |
5,622
+744
| +15% | +$95K | 0.08% | 134 |
|
|
2019
Q4 | $720K | Buy |
4,878
+1,177
| +32% | +$164K | 0.07% | 138 |
|
|
2019
Q3 | $467K | Buy |
3,701
+1
| +0% | +$127 | 0.05% | 161 |
|
|
2019
Q2 | $504K | Sell |
3,700
-570
| -13% | -$75.3K | 0.05% | 163 |
|
|
2019
Q1 | $579K | Hold |
4,270
| – | – | 0.06% | 150 |
|
|
2018
Q4 | $543K | Sell |
4,270
-1,880
| -31% | -$245K | 0.06% | 150 |
|
|
2018
Q3 | $938K | Sell |
6,150
-1,921
| -24% | -$272K | 0.09% | 129 |
|
|
2018
Q2 | $1.09M | Buy |
8,071
+2,489
| +45% | +$372K | 0.13% | 117 |
|
|
2018
Q1 | $822K | Buy |
5,582
+995
| +22% | +$157K | 0.09% | 134 |
|
|
2017
Q4 | $722K | Hold |
4,587
| – | – | 0.08% | 146 |
|
|
2017
Q3 | $572K | Sell |
4,587
-718
| -14% | -$82.7K | 0.07% | 159 |
|
|
2017
Q2 | $570K | Buy |
5,305
+1,905
| +56% | +$194K | 0.07% | 168 |
|
|
2017
Q1 | $315K | Buy |
3,400
+800
| +31% | +$75.7K | 0.04% | 210 |
|
|
2016
Q4 | $241K | Hold |
2,600
| – | – | 0.03% | 223 |
|
|
2016
Q3 | $230K | Buy |
+2,600
| New | +$213K | 0.03% | 237 |
|
|
2014
Q3 | – | Sell |
-2,065
| Closed | -$224K | – | 341 |
|
|
2014
Q2 | $224K | Sell |
2,065
-200
| -9% | -$21K | 0.03% | 317 |
|
|
2014
Q1 | $225K | Hold |
2,265
| – | – | 0.03% | 323 |
|
|
2013
Q4 | $206K | Sell |
2,265
-620
| -21% | -$52.9K | 0.02% | 320 |
|
|
2013
Q3 | $241K | Sell |
2,885
-185
| -6% | -$15.6K | 0.03% | 291 |
|
|
2013
Q2 | $253K | Buy |
+3,070
| New | +$261K | 0.03% | 275 |
|
Other funds holding CAT
VCM
VPM
Trustmark National Bank Trust Department's CAT Position: Q1 2026 in Review
Trustmark National Bank Trust Department reduced its Caterpillar (CAT) stake by 6.7% in Q1 2026, selling an estimated $140K and leaving 2,807 shares worth $1.99M. The position accounts for 0.13% of the portfolio, ranked #118.
Trustmark National Bank Trust Department first reported a position in CAT in Q2 2013 and has held it in 44 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Trustmark National Bank Trust Department held 2,807 shares of Caterpillar worth $1.99M as of Q1 2026.
- Trustmark National Bank Trust Department sold 202 Caterpillar shares in Q1 2026, an estimated $140K.
- Caterpillar made up 0.13% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #118 holding.
- Trustmark National Bank Trust Department first reported a position in Caterpillar in Q2 2013 and has held it in 44 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.