Skip to main content
Livermore
Livermore
ZHEN

Montecito Bank & Trust

SEC CIK
0001422508
Latest filing
Oct 1, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q3 2026 holdings

Shares (Q3 2026)
3,319
Value
$2.69M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Montecito Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20263,319$2.69M0.4%−19−0.6%ReducedHolders
Q2 20263,338$3.55M0.5%−6−0.2%ReducedHolders
Q1 20263,344$2.37M0.4%−18−0.5%ReducedHolders
Q4 20253,362$1.93M0.3%+17+0.5%AddedHolders
Q3 20253,345$1.60M0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20253,244$1.07M0.2%+9+0.3%AddedHolders
Q4 20243,235$1.17M0.2%00.0%UnchangedHolders
Q3 20243,235$1.27M0.2%00.0%UnchangedHolders
Q2 20243,235$1.08M0.2%00.0%UnchangedHolders
Q1 20243,235$1.19M0.2%+83+2.6%AddedHolders
Q4 20233,152$932.0K0.2%+7+0.2%AddedHolders
Q3 20233,145$858.6K0.2%−170−5.1%ReducedHolders
Q2 20233,315$815.7K0.2%−400−10.8%ReducedHolders
Q1 20233,715$850.1K0.2%00.0%UnchangedHolders
Q4 20223,715$890.0K0.2%−19−0.5%ReducedHolders
Q3 20223,734$613.0K0.2%−42−1.1%ReducedHolders
Q2 20223,776$675.0K0.2%+35+0.9%AddedHolders
Q1 20223,741$833.0K0.2%+200+5.6%AddedHolders
Q4 20213,541$732.0K0.1%00.0%UnchangedHolders
Q3 20213,541$679.0K0.1%00.0%UnchangedHolders
Q2 20213,541$771.0K0.1%+6+0.2%AddedHolders
Q1 20213,535$820.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.