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 Q2	$3.19M	Sell	2,992 -675	-18%	-$593K	1.33%	21
2026 Q1	$2.6M	Sell	3,667 -2	-0.1%	-$1.39K	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%	-$9.94K	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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

First Citizens Financial Corp's CAT Position: Q2 2026 in Review

First Citizens Financial Corp reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $593K and leaving 2,992 shares worth $3.19M. The position accounts for 1.33% of the portfolio, ranked #21.

First Citizens Financial Corp first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Citizens Financial Corp held 2,992 shares of Caterpillar worth $3.19M as of Q2 2026.
First Citizens Financial Corp sold 675 Caterpillar shares in Q2 2026, an estimated $593K.
Caterpillar made up 1.33% of First Citizens Financial Corp's portfolio in Q2 2026, its #21 holding.
First Citizens Financial Corp first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.