CNBTD
Citizens National Bank Trust Department’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
21,118
-125
| -0.6% | -$48.5K | 1.64% | 14 |
|
|
2025
Q1 | $7.01M | Buy |
21,243
+18
| +0.1% | +$5.94K | 1.5% | 21 |
|
|
2024
Q4 | $7.7M | Sell |
21,225
-373
| -2% | -$135K | 1.63% | 17 |
|
|
2024
Q3 | $8.45M | Sell |
21,598
-75
| -0.3% | -$29.3K | 1.78% | 14 |
|
|
2024
Q2 | $7.22M | Buy |
21,673
+73
| +0.3% | +$24.3K | 1.61% | 18 |
|
|
2024
Q1 | $7.91M | Sell |
21,600
-84
| -0.4% | -$30.8K | 1.84% | 14 |
|
|
2023
Q4 | $6.41M | Sell |
21,684
-95
| -0.4% | -$28.1K | 1.63% | 17 |
|
|
2023
Q3 | $5.95M | Sell |
21,779
-305
| -1% | -$83.3K | 1.63% | 18 |
|
|
2023
Q2 | $5.43M | Sell |
22,084
-325
| -1% | -$80K | 1.44% | 21 |
|
|
2023
Q1 | $5.13M | Sell |
22,409
-30
| -0.1% | -$6.87K | 1.42% | 22 |
|
|
2022
Q4 | $5.38M | Sell |
22,439
-475
| -2% | -$114K | 1.52% | 22 |
|
|
2022
Q3 | $3.76M | Sell |
22,914
-200
| -0.9% | -$32.8K | 1.16% | 27 |
|
|
2022
Q2 | $4.13M | Buy |
23,114
+12,200
| +112% | +$2.18M | 1.19% | 27 |
|
|
2022
Q1 | $2.3M | Buy |
10,914
+185
| +2% | +$39K | 0.92% | 32 |
|
|
2021
Q4 | $2.22M | Sell |
10,729
-12,550
| -54% | -$2.59M | 0.84% | 36 |
|
|
2021
Q3 | $4.47M | Buy |
23,279
+130
| +0.6% | +$25K | 1.27% | 23 |
|
|
2021
Q2 | $5.04M | Sell |
23,149
-150
| -0.6% | -$32.6K | 1.44% | 17 |
|
|
2021
Q1 | $5.4M | Sell |
23,299
-60
| -0.3% | -$13.9K | 1.64% | 16 |
|
|
2020
Q4 | $4.25M | Sell |
23,359
-250
| -1% | -$45.5K | 1.39% | 22 |
|
|
2020
Q3 | $3.52M | Hold |
23,609
| – | – | 1.37% | 21 |
|
|
2020
Q2 | $2.99M | Sell |
23,609
-1,505
| -6% | -$190K | 1.28% | 28 |
|
|
2020
Q1 | $2.91M | Buy |
+25,114
| New | +$2.91M | 1.55% | 21 |
|