Union Savings Bank’s Caterpillar CAT Stock Holding History

Union Savings 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	$1.53M	Sell	1,435 -76	-5%	-$66.8K	0.61%	27
2026 Q1	$1.07M	Hold	1,511	–	–	0.47%	40
2025 Q4	$866K	Buy	+1,511	New	+$840K	0.38%	53
2025 Q2	$686K	Sell	1,566 -91	-5%	-$30.3K	0.32%	58
2025 Q1	$546K	Hold	1,657	–	–	0.27%	69
2024 Q4	$601K	Sell	1,657 -49	-3%	-$19K	0.3%	63
2024 Q3	$667K	Sell	1,706 -75	-4%	-$25.9K	0.33%	65
2024 Q2	$593K	Sell	1,781 -48	-3%	-$16.6K	0.31%	67
2024 Q1	$670K	Buy	1,829 +21	+1%	+$6.71K	0.35%	65
2023 Q4	$535K	Hold	1,808	–	–	0.3%	74
2023 Q3	$494K	Buy	1,808 +274	+18%	+$74.3K	0.31%	76
2023 Q2	$407K	Buy	+1,534	New	+$342K	0.24%	87

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Union Savings Bank's CAT Position: Q2 2026 in Review

Union Savings Bank reduced its Caterpillar (CAT) stake by 5% in Q2 2026, selling an estimated $66.8K and leaving 1,435 shares worth $1.53M. The position accounts for 0.61% of the portfolio, ranked #27.

Union Savings Bank first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Union Savings Bank held 1,435 shares of Caterpillar worth $1.53M as of Q2 2026.
Union Savings Bank sold 76 Caterpillar shares in Q2 2026, an estimated $66.8K.
Caterpillar made up 0.61% of Union Savings Bank's portfolio in Q2 2026, its #27 holding.
Union Savings Bank first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.