Citizens & Northern Corp’s Caterpillar CAT Stock Holding History

Citizens & Northern Corp’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	$4.1M	Sell	3,846 -641	-14%	-$563K	0.94%	23
2026 Q1	$3.18M	Buy	4,487 +273	+6%	+$189K	0.79%	23
2025 Q4	$2.41M	Buy	4,214 +3,084	+273%	+$1.71M	0.6%	31
2025 Q3	$539K	Buy	1,130 +179	+19%	+$76.4K	0.13%	99
2025 Q2	$369K	Buy	951 +19	+2%	+$6.33K	0.1%	102
2025 Q1	$307K	Buy	932 +7	+0.8%	+$2.49K	0.09%	103
2024 Q4	$336K	Hold	925	–	–	0.09%	107
2024 Q3	$362K	Hold	925	–	–	0.11%	99
2024 Q2	$308K	Hold	925	–	–	0.1%	105
2024 Q1	$339K	Hold	925	–	–	0.11%	94
2023 Q4	$273K	Hold	925	–	–	0.1%	102
2023 Q3	$253K	Hold	925	–	–	0.1%	90
2023 Q2	$228K	Hold	925	–	–	0.09%	94
2023 Q1	$212K	Hold	925	–	–	0.08%	95
2022 Q4	$222K	Buy	+925	New	+$201K	0.09%	91
2022 Q2	–	Sell	-925	Closed	-$206K	–	102
2022 Q1	$206K	Buy	+925	New	+$194K	0.08%	97
2021 Q3	–	Sell	-925	Closed	-$201K	–	104
2021 Q2	$201K	Hold	925	–	–	0.08%	102
2021 Q1	$214K	Buy	+925	New	+$191K	0.08%	98

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Citizens & Northern Corp's CAT Position: Q2 2026 in Review

Citizens & Northern Corp reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $563K and leaving 3,846 shares worth $4.1M. The position accounts for 0.94% of the portfolio, ranked #23.

Citizens & Northern Corp first reported a position in CAT in Q1 2021 and has held it in 18 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Citizens & Northern Corp held 3,846 shares of Caterpillar worth $4.1M as of Q2 2026.
Citizens & Northern Corp sold 641 Caterpillar shares in Q2 2026, an estimated $563K.
Caterpillar made up 0.94% of Citizens & Northern Corp's portfolio in Q2 2026, its #23 holding.
Citizens & Northern Corp first reported a position in Caterpillar in Q1 2021 and has held it in 18 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Citizens & Northern Corp's 13F filing for Q2 2026, filed 17 Jul 2026.