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Exchange Bank

SEC CIK
0002001155
Latest filing
Jul 8, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Exchange Bank, 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)
7,472
Value
$7.96M
% of portfolio
5.0%
Quarters held
13
Since Q2 2023
Holdings of CAT by Exchange Bank, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,472$7.96M5.0%00.0%UnchangedHolders
Q1 20267,472$5.29M3.7%−815−9.8%ReducedHolders
Q4 20258,287$4.75M3.3%+49+0.6%AddedHolders
Q3 20258,238$3.93M2.7%+663+8.8%AddedHolders
Q2 20257,575$2.94M2.3%00.0%UnchangedHolders
Q1 20257,575$2.50M2.0%00.0%UnchangedHolders
Q4 20247,575$2.75M2.2%−30.0%ReducedHolders
Q3 20247,578$2.96M2.4%00.0%UnchangedHolders
Q2 20247,578$2.52M2.1%00.0%UnchangedHolders
Q1 20247,578$2.78M2.3%00.0%UnchangedHolders
Q4 20237,578$2.24M1.9%−49−0.6%ReducedHolders
Q3 20237,627$2.08M2.0%−219−2.8%ReducedHolders
Q2 20237,846$1.93M1.9%–No prior filingHolders