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First Citizens Financial Corp’s Caterpillar CAT Stock Holding History

First Citizens Financial 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
Q3 		$2.41M Sell
2,975
-17
-0.6% -$14.4K 1.01% 30
2026
Q2 		$3.19M Sell
2,992
-675
-18% -$593K 1.33% 21
2026
Q1 		$2.6M Sell
3,667
-2
-0.1% -$1.38K 1.23% 24
2025
Q4 		$2.1M Sell
3,669
-1
-0% -$556 1.04% 24
2025
Q3 		$1.75M Buy
3,670
+9
+0.2% +$3.84K 0.87% 31
2025
Q2 		$1.42M Hold
3,661
– – 0.78% 35
2025
Q1 		$1.21M Sell
3,661
-40
-1% -$14.2K 0.68% 40
2024
Q4 		$1.34M Sell
3,701
-58
-2% -$22.5K 0.73% 32
2024
Q3 		$1.47M Sell
3,759
-31
-0.8% -$10.7K 0.78% 32
2024
Q2 		$1.26M Sell
3,790
-8
-0.2% -$2.77K 0.75% 33
2024
Q1 		$1.39M Buy
3,798
+3
+0.1% +$959 0.83% 31
2023
Q4 		$1.12M Hold
3,795
– – 0.72% 36
2023
Q3 		$1.04M Hold
3,795
– – 0.73% 33
2023
Q2 		$934K Buy
+3,795
New +$846K 0.63% 33
2022
Q4 		$579K Sell
2,415
-20
-0.8% -$4.35K 0.5% 45
2022
Q3 		$400K Sell
2,435
-19
-0.8% -$3.47K 0.39% 53
2022
Q2 		$439K Hold
2,454
– – 0.39% 51
2022
Q1 		$547K Hold
2,454
– – 0.41% 52
2021
Q4 		$507K Sell
2,454
-12
-0.5% -$2.42K 0.37% 48
2021
Q3 		$473K Sell
2,466
-277
-10% -$57.7K 0.38% 49
2021
Q2 		$597K Hold
2,743
– – 0.45% 43
2021
Q1 		$636K Sell
2,743
-48
-2% -$9.9K 0.52% 36
2020
Q4 		$508K Buy
2,791
+575
+26% +$97.5K 0.44% 43
2020
Q3 		$331K Buy
2,216
+24
+1% +$3.37K 0.33% 65
2020
Q2 		$277K Buy
2,192
+58
+3% +$6.88K 0.29% 69
2020
Q1 		$248K Sell
2,134
-449
-17% -$57.4K 0.33% 66
2019
Q4 		$381K Buy
+2,583
New +$360K 0.38% 55

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

First Citizens Financial Corp's CAT Position: Q3 2026 in Review

First Citizens Financial Corp reduced its Caterpillar (CAT) stake by 0.57% in Q3 2026, selling an estimated $14.4K and leaving 2,975 shares worth $2.41M. The position accounts for 1.01% of the portfolio, ranked #30.

First Citizens Financial Corp first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.19M in Q2 2026. 2,979 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • First Citizens Financial Corp held 2,975 shares of Caterpillar worth $2.41M as of Q3 2026.
  • First Citizens Financial Corp sold 17 Caterpillar shares in Q3 2026, an estimated $14.4K.
  • Caterpillar made up 1.01% of First Citizens Financial Corp's portfolio in Q3 2026, its #30 holding.
  • First Citizens Financial Corp first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • First Citizens Financial Corp's Caterpillar position peaked at $3.19M in Q2 2026.
  • 2,979 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.