Arbor Trust Wealth Advisors, LLC / CAT
Arbor Trust Wealth Advisors, LLC’s Caterpillar Inc Position
Does Arbor Trust Wealth Advisors, LLC own Caterpillar Inc (CAT)? Yes — 5.1K shares worth $4M (+1.60% of its 13F portfolio) as of Q1 2026, down from 5.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
5.1K
% of Portfolio
+1.60%
Quarters Held
26
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.1K | $4M | +1.60% |
| Q4 2025 | 5.5K | $3M | +1.38% |
| Q3 2025 | 5.6K | $3M | +1.20% |
| Q2 2025 | 5.8K | $2M | +1.09% |
| Q1 2025 | 6.1K | $2M | +0.95% |
| Q4 2024 | 6.5K | $2M | +1.11% |
| Q3 2024 | 6.7K | $2M | +1.18% |
| Q2 2024 | 6.7K | $2M | +1.18% |
| Q1 2024 | 6.7K | $2M | +1.36% |
| Q4 2023 | 6.7K | $2M | +1.19% |
| Q3 2023 | 7.0K | $2M | +1.26% |
| Q2 2023 | 6.9K | $2M | +1.08% |
| Q1 2023 | 6.6K | $2M | +0.99% |
| Q4 2022 | 5.6K | $1M | +0.92% |
| Q3 2022 | 5.5K | $897,000 | +0.68% |
| Q2 2022 | 5.8K | $1M | +0.72% |
| Q1 2022 | 5.2K | $1M | +0.70% |
| Q4 2021 | 5.6K | $1M | +0.67% |
| Q3 2021 | 5.6K | $1M | +0.67% |
| Q2 2021 | 5.6K | $1M | +0.76% |
| Q1 2021 | 5.4K | $1M | +0.84% |
| Q4 2020 | 4.7K | $855,000 | +0.62% |
| Q3 2020 | 4.5K | $671,000 | +0.58% |
| Q2 2020 | 4.5K | $576,000 | +0.52% |
| Q1 2020 | 4.8K | $557,000 | +0.59% |
| Q4 2019 | 5.9K | $868,000 | +0.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arbor Trust Wealth Advisors, LLC’s full portfolio or all institutional holders of CAT.