SEC 13F Intelligence

Tower Trust & Investment Co / CAT

Tower Trust & Investment Co’s Caterpillar Inc Position

Does Tower Trust & Investment Co own Caterpillar Inc (CAT)? Yes — 2.2K shares worth $2M (+1.42% of its 13F portfolio) as of Q2 2026, down from 2.3K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
2.2K
% of Portfolio
+1.42%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q1 ’25: $172,257Q1 ’25Q2 ’25: $216,227Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20262.2K$2M+1.42%
Q1 20262.3K$2M+1.08%
Q4 20252.5K$1M+0.92%
Q3 20252.2K$1M+0.70%
Q2 2025557$216,227+0.15%
Q1 2025557$172,257+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower Trust & Investment Co’s full portfolio or all institutional holders of CAT.