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Trust Point Inc.

SEC CIK
0001635633
Latest filing
Jul 8, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Trust Point Inc., 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 Q2 2026 holdings

Shares (Q2 2026)
4,478
Value
$4.77M
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of CAT by Trust Point Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,478$4.77M0.4%+210+4.9%AddedHolders
Q1 20264,268$3.02M0.3%−914−17.6%ReducedHolders
Q4 20255,182$2.97M0.2%−236−4.4%ReducedHolders
Q3 20255,418$2.59M0.2%−22−0.4%ReducedHolders
Q2 20255,440$2.11M0.2%−62−1.1%ReducedHolders
Q1 20255,502$1.81M0.2%−531−8.8%ReducedHolders
Q4 20246,033$2.19M0.2%+816+15.6%AddedHolders
Q3 20245,217$2.04M0.2%+81+1.6%AddedHolders
Q2 20245,136$1.71M0.1%−103−2.0%ReducedHolders
Q1 20245,239$1.92M0.2%+98+1.9%AddedHolders
Q4 20235,141$1.52M0.1%–No prior filingHolders