CAT Caterpillar Inc Del

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Caterpillar Inc Del (CAT) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.11% in 2026 Q1. The latest visible filing shows CAT at 1.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Caterpillar Inc Del, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CAT was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,922 -52 -1.7% 1.11% $2.1M 2026-05-15 (Est.) $717.22
2025 Q4 ADDED 2,974 +44 +1.5% 0.89% $1.7M 2026-01-14 $637.26
2025 Q3 ADDED 2,930 +3 +0.1% 0.71% $1.4M 2025-10-08 $499.51
2025 Q2 REDUCED 2,927 -184 -5.9% 0.61% $1.1M 2025-07-17 $414.38
2025 Q1 ADDED 3,111 +86 +2.8% 0.57% $1.0M 2025-04-07 $276.26
2024 Q4 REDUCED 3,025 -1,190 -28.2% 0.61% $1.1M 2025-01-07 $356.77
2024 Q3 REDUCED 4,215 -57 -1.3% 0.81% $1.6M 2024-11-12 $386.26
2024 Q2 REDUCED 4,272 -378 -8.1% 0.73% $1.4M 2024-08-15 $338.49
2024 Q1 REDUCED 4,650 -346 -6.9% 0.83% $1.7M 2024-05-14 $349.34
2023 Q4 REDUCED 4,996 -146 -2.8% 0.72% $1.5M 2024-02-14 $307.78
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning CAT?

First County Bank /CT/ reported CAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CAT position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for CAT was 1.11% in 2026 Q1.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 2,922 shares, equal to 1.11% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CAT ownership page compare?

The chart compares First County Bank /CT/'s quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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