Amarillo National Bank’s Caterpillar CAT Stock Holding History

Amarillo National Bank’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Hold	4,076	–	–	0.7%	23
2026 Q1	$2.89M	Buy	4,076 +245	+6%	+$170K	0.51%	27
2025 Q4	$2.19M	Sell	3,831 -503	-12%	-$280K	0.39%	33
2025 Q3	$2.07M	Hold	4,334	–	–	0.36%	33
2025 Q2	$1.68M	Hold	4,334	–	–	0.31%	33
2025 Q1	$1.43M	Hold	4,334	–	–	0.28%	37
2024 Q4	$1.57M	Hold	4,334	–	–	0.29%	38
2024 Q3	$1.7M	Buy	4,334 +67	+2%	+$23.1K	0.31%	37
2024 Q2	$1.42M	Hold	4,267	–	–	0.27%	38
2024 Q1	$1.56M	Sell	4,267 -803	-16%	-$257K	0.29%	39
2023 Q4	$1.5M	Sell	5,070 -66	-1%	-$17.1K	0.29%	39
2023 Q3	$1.4M	Sell	5,136 -100	-2%	-$27.1K	0.29%	42
2023 Q2	$1.29M	Hold	5,236	–	–	0.25%	44
2023 Q1	$1.2M	Sell	5,236 -870	-14%	-$210K	0.24%	53
2022 Q4	$1.46M	Buy	6,106 +33	+0.5%	+$7.18K	0.34%	45
2022 Q3	$997K	Buy	6,073 +46	+0.8%	+$8.4K	0.23%	55
2022 Q2	$1.08M	Buy	6,027 +54	+0.9%	+$11.4K	0.24%	52
2022 Q1	$1.33M	Sell	5,973 -803	-12%	-$168K	0.26%	51
2021 Q4	$1.4M	Sell	6,776 -65	-1%	-$13.1K	0.27%	47
2021 Q3	$1.31M	Sell	6,841 -330	-5%	-$68.7K	0.27%	47
2021 Q2	$1.56M	Hold	7,171	–	–	0.45%	40
2021 Q1	$1.66M	Sell	7,171 -573	-7%	-$119K	0.42%	42
2020 Q4	$1.41M	Hold	7,744	–	–	0.39%	34
2020 Q3	$1.16M	Sell	7,744 -1,472	-16%	-$207K	0.44%	34
2020 Q2	$1.17M	Sell	9,216 -257	-3%	-$30.5K	0.47%	33
2020 Q1	$1.1M	Sell	9,473 -803	-8%	-$103K	0.45%	35
2019 Q4	$1.52M	Hold	10,276	–	–	0.52%	35
2019 Q3	$1.3M	Buy	10,276 +3,557	+53%	+$452K	0.49%	35
2019 Q2	$915K	Hold	6,719	–	–	0.37%	40
2019 Q1	$910K	Sell	6,719 -473	-7%	-$62.8K	0.36%	41
2018 Q4	$914K	Hold	7,192	–	–	0.51%	38
2018 Q3	$1.1M	Buy	7,192 +2,000	+39%	+$283K	0.51%	37
2018 Q2	$704K	Hold	5,192	–	–	0.37%	44
2018 Q1	$766K	Buy	5,192 +1,572	+43%	+$248K	0.4%	43
2017 Q4	$570K	Hold	3,620	–	–	0.19%	49
2017 Q3	$451K	Hold	3,620	–	–	0.16%	54
2017 Q2	$389K	Hold	3,620	–	–	0.14%	54
2017 Q1	$336K	Hold	3,620	–	–	0.12%	59
2016 Q4	$336K	Sell	3,620 -100	-3%	-$9.06K	0.12%	60
2016 Q3	$330K	Buy	+3,720	New	+$304K	0.14%	63
2015 Q4	–	Sell	-6,191	Closed	-$405K	–	76
2015 Q3	$405K	Buy	6,191 +511	+9%	+$39.1K	0.2%	88
2015 Q2	$482K	Sell	5,680 -505	-8%	-$43.4K	0.31%	89
2015 Q1	$494K	Sell	6,185 -261	-4%	-$21.7K	0.35%	87
2014 Q4	$591K	Sell	6,446 -2	-0%	-$195	0.39%	83
2014 Q3	$638K	Hold	6,448	–	–	0.44%	64
2014 Q2	$701K	Buy	6,448 +795	+14%	+$83.4K	0.49%	62
2014 Q1	$561K	Sell	5,653 -650	-10%	-$61.3K	0.45%	80
2013 Q4	$573K	Sell	6,303 -3,184	-34%	-$272K	0.48%	78
2013 Q3	$792K	Sell	9,487 -3,568	-27%	-$302K	0.68%	44
2013 Q2	$1.08M	Buy	+13,055	New	+$1.11M	0.96%	28

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Amarillo National Bank's CAT Position: Q2 2026 in Review

Amarillo National Bank held its Caterpillar (CAT) position steady in Q2 2026 at 4,076 shares worth $4.34M. The position accounts for 0.7% of the portfolio, ranked #23.

Amarillo National Bank first reported a position in CAT in Q2 2013 and has held it in 50 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Amarillo National Bank held 4,076 shares of Caterpillar worth $4.34M as of Q2 2026.
Amarillo National Bank left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.7% of Amarillo National Bank's portfolio in Q2 2026, its #23 holding.
Amarillo National Bank first reported a position in Caterpillar in Q2 2013 and has held it in 50 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Amarillo National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.