UMB Bank’s Caterpillar CAT Stock Holding History

UMB Bank’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	$48.8M	Buy	68,895 +4,252	+7%	+$2.94M	0.68%	33
2025 Q4	$37M	Buy	64,643 +18,401	+40%	+$10.2M	0.49%	48
2025 Q3	$22.1M	Sell	46,242 -1,201	-3%	-$513K	0.32%	61
2025 Q2	$18.4M	Sell	47,443 -2,335	-5%	-$778K	0.29%	67
2025 Q1	$16.4M	Sell	49,778 -5,121	-9%	-$1.82M	0.27%	76
2024 Q4	$19.9M	Sell	54,899 -3,220	-6%	-$1.25M	0.32%	63
2024 Q3	$22.7M	Sell	58,119 -531	-0.9%	-$183K	0.35%	61
2024 Q2	$19.5M	Sell	58,650 -4,447	-7%	-$1.54M	0.32%	66
2024 Q1	$23.1M	Sell	63,097 -3,535	-5%	-$1.13M	0.37%	65
2023 Q4	$19.7M	Sell	66,632 -4,588	-6%	-$1.19M	0.29%	78
2023 Q3	$19.4M	Sell	71,220 -4,727	-6%	-$1.28M	0.31%	71
2023 Q2	$18.7M	Sell	75,947 -60,143	-44%	-$13.4M	0.28%	81
2023 Q1	$31.1M	Sell	136,090 -19,583	-13%	-$4.73M	0.5%	52
2022 Q4	$37.3M	Sell	155,673 -8,052	-5%	-$1.75M	0.59%	43
2022 Q3	$26.9M	Buy	163,725 +635	+0.4%	+$116K	0.45%	58
2022 Q2	$29.2M	Buy	163,090 +2,218	+1%	+$467K	0.45%	57
2022 Q1	$35.8M	Buy	160,872 +7,077	+5%	+$1.48M	0.47%	51
2021 Q4	$31.8M	Sell	153,795 -24,612	-14%	-$4.96M	0.4%	62
2021 Q3	$34.2M	Sell	178,407 -575	-0.3%	-$120K	0.77%	30
2021 Q2	$39M	Buy	178,982 +2,011	+1%	+$464K	0.89%	25
2021 Q1	$41M	Buy	176,971 +58,028	+49%	+$12M	1%	21
2020 Q4	$21.6M	Buy	118,943 +33,516	+39%	+$5.68M	0.58%	42
2020 Q3	$10.8M	Hold	85,427	–	–	0.33%	76
2020 Q2	$10.8M	Buy	85,427 +187	+0.2%	+$22.2K	0.33%	76
2020 Q1	$9.89M	Buy	85,240 +43,332	+103%	+$5.53M	0.35%	72
2019 Q4	$6.19M	Sell	41,908 -884	-2%	-$123K	0.17%	113
2019 Q3	$5.41K	Sell	42,792 -748	-2%	-$95K	0.13%	119
2019 Q2	$5.93K	Sell	43,540 -1,458	-3%	-$193K	0.15%	104
2019 Q1	$6.1M	Sell	44,998 -9,370	-17%	-$1.24M	0.19%	102
2018 Q4	$6.91K	Sell	54,368 -3,631	-6%	-$472K	0.21%	92
2018 Q3	$8.84M	Buy	57,999 +2,668	+5%	+$377K	0.26%	90
2018 Q2	$7.51M	Sell	55,331 -2,645	-5%	-$395K	0.24%	90
2018 Q1	$8.54M	Sell	57,976 -357	-0.6%	-$56.4K	0.28%	84
2017 Q4	$9.19M	Buy	58,333 +6,804	+13%	+$944K	0.3%	79
2017 Q3	$6.43M	Sell	51,529 -1,140	-2%	-$131K	0.22%	95
2017 Q2	$5.66M	Sell	52,669 -1,220	-2%	-$124K	0.2%	100
2017 Q1	$5M	Sell	53,889 -7,929	-13%	-$751K	0.17%	104
2016 Q4	$5.73M	Buy	61,818 +17,114	+38%	+$1.55M	0.21%	96
2016 Q3	$3.97M	Buy	44,704 +95	+0.2%	+$7.77K	0.16%	116
2016 Q2	$3.38M	Sell	44,609 -2,980	-6%	-$223K	0.14%	123
2016 Q1	$3.64M	Sell	47,589 -4,550	-9%	-$305K	0.16%	112
2015 Q4	$3.54M	Sell	52,139 -12,156	-19%	-$850K	0.15%	124
2015 Q3	$4.2M	Sell	64,295 -38,354	-37%	-$2.93M	0.25%	83
2015 Q2	$8.71K	Buy	102,649 +20,630	+25%	+$1.77M	0.4%	65
2015 Q1	$6.56K	Sell	82,019 -35,329	-30%	-$2.94M	0.3%	87
2014 Q4	$10.7M	Sell	117,348 -585	-0.5%	-$56.9K	0.48%	53
2014 Q3	$11.7K	Sell	117,933 -3,168	-3%	-$336K	0.57%	44
2014 Q2	$13.2M	Sell	121,101 -1,691	-1%	-$177K	0.63%	35
2014 Q1	$12.2M	Buy	122,792 +3,301	+3%	+$311K	0.68%	40
2013 Q4	$10.9K	Sell	119,491 -2,539	-2%	-$217K	0.6%	44
2013 Q3	$10.2K	Sell	122,030 -8,614	-7%	-$729K	0.59%	42
2013 Q2	$10.8K	Buy	+130,644	New	+$11.1M	0.63%	37

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 $295B AUM 31.6% 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

UMB Bank's CAT Position: Q1 2026 in Review

UMB Bank increased its Caterpillar (CAT) stake by 6.6% in Q1 2026, buying an estimated $2.94M and bringing the position to 68,895 shares worth $48.8M. The position accounts for 0.68% of the portfolio, ranked #33.

UMB Bank first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

UMB Bank held 68,895 shares of Caterpillar worth $48.8M as of Q1 2026.
UMB Bank bought 4,252 Caterpillar shares in Q1 2026, an estimated $2.94M.
Caterpillar made up 0.68% of UMB Bank's portfolio in Q1 2026, its #33 holding.
UMB Bank first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.