AMG National Trust Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.06M | Sell |
6,629
-1,747
| -21% | -$1.53M | 0.14% | 88 |
|
|
2026
Q1 | $5.93M | Buy |
8,376
+1,651
| +25% | +$1.14M | 0.13% | 111 |
|
|
2025
Q4 | $3.85M | Buy |
6,725
+139
| +2% | +$77.3K | 0.09% | 133 |
|
|
2025
Q3 | $3.14M | Sell |
6,586
-5
| -0.1% | -$2.13K | 0.08% | 153 |
|
|
2025
Q2 | $2.56M | Buy |
6,591
+45
| +0.7% | +$15K | 0.07% | 167 |
|
|
2025
Q1 | $2.16M | Sell |
6,546
-60
| -0.9% | -$21.4K | 0.06% | 187 |
|
|
2024
Q4 | $2.4M | Buy |
6,606
+13
| +0.2% | +$5.04K | 0.07% | 171 |
|
|
2024
Q3 | $2.58M | Sell |
6,593
-2,619
| -28% | -$904K | 0.07% | 175 |
|
|
2024
Q2 | $3.07M | Buy |
9,212
+2,254
| +32% | +$782K | 0.08% | 158 |
|
|
2024
Q1 | $2.55M | Hold |
6,958
| – | – | 0.07% | 169 |
|
|
2023
Q4 | $2.06M | Buy |
6,958
+28
| +0.4% | +$7.26K | 0.06% | 183 |
|
|
2023
Q3 | $1.89M | Hold |
6,930
| – | – | 0.07% | 180 |
|
|
2023
Q2 | $1.71M | Sell |
6,930
-223
| -3% | -$49.7K | 0.06% | 192 |
|
|
2023
Q1 | $1.64M | Buy |
7,153
+1,005
| +16% | +$243K | 0.06% | 199 |
|
|
2022
Q4 | $1.47M | Sell |
6,148
-1,449
| -19% | -$315K | 0.05% | 208 |
|
|
2022
Q3 | $1.25M | Buy |
7,597
+1,500
| +25% | +$274K | 0.05% | 221 |
|
|
2022
Q2 | $1.21M | Sell |
6,097
-650
| -10% | -$137K | 0.04% | 227 |
|
|
2022
Q1 | $1.5M | Hold |
6,747
| – | – | 0.05% | 217 |
|
|
2021
Q4 | $1.4M | Sell |
6,747
-350
| -5% | -$70.5K | 0.04% | 236 |
|
|
2021
Q3 | $1.36M | Buy |
7,097
+1,000
| +16% | +$208K | 0.04% | 233 |
|
|
2021
Q2 | $1.33M | Sell |
6,097
-2,000
| -25% | -$462K | 0.04% | 235 |
|
|
2021
Q1 | $1.88M | Buy |
8,097
+1,025
| +14% | +$212K | 0.06% | 185 |
|
|
2020
Q4 | $1.29M | Hold |
7,072
| – | – | 0.05% | 213 |
|
|
2020
Q3 | $1.05M | Hold |
7,072
| – | – | 0.04% | 222 |
|
|
2020
Q2 | $895K | Buy |
+7,072
| New | +$838K | 0.04% | 231 |
|
|
2016
Q4 | – | Sell |
-19,905
| Closed | -$1.77M | – | 255 |
|
|
2016
Q3 | $1.77M | Sell |
19,905
-23,665
| -54% | -$1.94M | 0.15% | 79 |
|
|
2016
Q2 | $3.3M | Sell |
43,570
-12
| -0% | -$899 | 0.3% | 50 |
|
|
2016
Q1 | $3.34M | Buy |
43,582
+19,090
| +78% | +$1.28M | 0.3% | 49 |
|
|
2015
Q4 | $1.66M | Buy |
24,492
+253
| +1% | +$17.7K | 0.15% | 89 |
|
|
2015
Q3 | $1.58M | Buy |
24,239
+2,165
| +10% | +$166K | 0.15% | 85 |
|
|
2015
Q2 | $1.87M | Buy |
+22,074
| New | +$1.9M | 0.17% | 78 |
|
|
2014
Q1 | – | Sell |
-5,619
| Closed | -$510K | – | 238 |
|
|
2013
Q4 | $510K | Sell |
5,619
-112
| -2% | -$9.56K | 0.06% | 177 |
|
|
2013
Q3 | $478K | Sell |
5,731
-150
| -3% | -$12.7K | 0.06% | 167 |
|
|
2013
Q2 | $485K | Buy |
+5,881
| New | +$500K | 0.07% | 156 |
|
Other funds holding CAT
AMG National Trust Bank's CAT Position: Q2 2026 in Review
AMG National Trust Bank reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $1.53M and leaving 6,629 shares worth $7.06M. The position accounts for 0.14% of the portfolio, ranked #88.
AMG National Trust Bank first reported a position in CAT in Q2 2013 and has held it in 34 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- AMG National Trust Bank held 6,629 shares of Caterpillar worth $7.06M as of Q2 2026.
- AMG National Trust Bank sold 1,747 Caterpillar shares in Q2 2026, an estimated $1.53M.
- Caterpillar made up 0.14% of AMG National Trust Bank's portfolio in Q2 2026, its #88 holding.
- AMG National Trust Bank first reported a position in Caterpillar in Q2 2013 and has held it in 34 quarters since.
- 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.