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Cornerstone National Bank & Trust’s Caterpillar CAT Stock Holding History

Cornerstone National Bank & Trust’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 		$8.92K Hold
9
– – ﹤0.01% 188
2026
Q1 		$6.57K Hold
9
– – ﹤0.01% 187
2025
Q4 		$5.16K Hold
9
– – ﹤0.01% 185
2025
Q3 		$4.29K Hold
9
– – ﹤0.01% 163
2025
Q2 		$3.49K Hold
9
– – ﹤0.01% 164
2025
Q1 		$2.97K Sell
9
-6
-40% -$2.14K ﹤0.01% 161
2024
Q4 		$5.44K Hold
15
– – ﹤0.01% 154
2024
Q3 		$5.87K Buy
+15
New +$5.18K ﹤0.01% 153

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cornerstone National Bank & Trust's CAT Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its Caterpillar (CAT) position steady in Q2 2026 at 9 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Cornerstone National Bank & Trust first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 2,239 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cornerstone National Bank & Trust held 9 shares of Caterpillar worth $8.92K as of Q2 2026.
  • Cornerstone National Bank & Trust left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up ﹤0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #188 holding.
  • Cornerstone National Bank & Trust first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 2,239 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.