UB
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Umpqua Bank’s Caterpillar CAT Stock Holding History

Umpqua 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
Q2 		$6.51M Sell
6,115
-127
-2% -$112K 1.46% 15
2026
Q1 		$4.42M Sell
6,242
-387
-6% -$268K 1.26% 18
2025
Q4 		$3.8M Sell
6,629
-574
-8% -$319K 1.06% 21
2025
Q3 		$3.85M Buy
7,203
+131
+2% +$55.9K 1.08% 22
2025
Q2 		$2.79M Sell
7,072
-130
-2% -$43.3K 0.85% 26
2025
Q1 		$2.38M Sell
7,202
-72
-1% -$25.6K 0.82% 31
2024
Q4 		$2.7M Sell
7,274
-40
-0.5% -$15.5K 0.94% 28
2024
Q3 		$2.86M Sell
7,314
-211
-3% -$72.9K 1.05% 25
2024
Q2 		$2.51M Buy
7,525
+79
+1% +$27.4K 0.97% 25
2024
Q1 		$2.73M Buy
+7,446
New +$2.38M 1.12% 23

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Umpqua Bank's CAT Position: Q2 2026 in Review

Umpqua Bank reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $112K and leaving 6,115 shares worth $6.51M. The position accounts for 1.46% of the portfolio, ranked #15.

Umpqua Bank first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 3,982 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Umpqua Bank held 6,115 shares of Caterpillar worth $6.51M as of Q2 2026.
  • Umpqua Bank sold 127 Caterpillar shares in Q2 2026, an estimated $112K.
  • Caterpillar made up 1.46% of Umpqua Bank's portfolio in Q2 2026, its #15 holding.
  • Umpqua Bank first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 3,982 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.