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Citizens National Bank Trust Department’s Caterpillar CAT Stock Holding History

Citizens National Bank Trust Department’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 		$21.2M Sell
19,944
-364
-2% -$320K 3.12% 5
2026
Q1 		$14.4M Sell
20,308
-210
-1% -$145K 2.4% 6
2025
Q4 		$11.8M Sell
20,518
-503
-2% -$280K 2.03% 8
2025
Q3 		$10M Sell
21,021
-97
-0.5% -$41.4K 1.79% 12
2025
Q2 		$8.2M Sell
21,118
-125
-0.6% -$41.7K 1.64% 14
2025
Q1 		$7.01M Buy
21,243
+18
+0.1% +$6.41K 1.5% 21
2024
Q4 		$7.7M Sell
21,225
-373
-2% -$145K 1.63% 17
2024
Q3 		$8.45M Sell
21,598
-75
-0.3% -$25.9K 1.78% 14
2024
Q2 		$7.22M Buy
21,673
+73
+0.3% +$25.3K 1.61% 18
2024
Q1 		$7.91M Sell
21,600
-84
-0.4% -$26.8K 1.84% 14
2023
Q4 		$6.41M Sell
21,684
-95
-0.4% -$24.6K 1.63% 17
2023
Q3 		$5.95M Sell
21,779
-305
-1% -$82.7K 1.63% 18
2023
Q2 		$5.43M Sell
22,084
-325
-1% -$72.5K 1.44% 21
2023
Q1 		$5.13M Sell
22,409
-30
-0.1% -$7.25K 1.42% 22
2022
Q4 		$5.38M Sell
22,439
-475
-2% -$103K 1.52% 22
2022
Q3 		$3.76M Sell
22,914
-200
-0.9% -$36.5K 1.16% 27
2022
Q2 		$4.13M Buy
23,114
+12,200
+112% +$2.57M 1.19% 27
2022
Q1 		$2.3M Buy
10,914
+185
+2% +$38.8K 0.92% 32
2021
Q4 		$2.22M Sell
10,729
-12,550
-54% -$2.53M 0.84% 36
2021
Q3 		$4.47M Buy
23,279
+130
+0.6% +$27.1K 1.27% 23
2021
Q2 		$5.04M Sell
23,149
-150
-0.6% -$34.6K 1.44% 17
2021
Q1 		$5.4M Sell
23,299
-60
-0.3% -$12.4K 1.64% 16
2020
Q4 		$4.25M Sell
23,359
-250
-1% -$42.4K 1.39% 22
2020
Q3 		$3.52M Hold
23,609
– – 1.37% 21
2020
Q2 		$2.99M Sell
23,609
-1,505
-6% -$178K 1.28% 28
2020
Q1 		$2.91M Buy
+25,114
New +$3.21M 1.55% 21

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Citizens National Bank Trust Department's CAT Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $320K and leaving 19,944 shares worth $21.2M. The position accounts for 3.12% of the portfolio, ranked #5.

Citizens National Bank Trust Department first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Citizens National Bank Trust Department held 19,944 shares of Caterpillar worth $21.2M as of Q2 2026.
  • Citizens National Bank Trust Department sold 364 Caterpillar shares in Q2 2026, an estimated $320K.
  • Caterpillar made up 3.12% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #5 holding.
  • Citizens National Bank Trust Department first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.