First National Bank of Omaha’s Caterpillar CAT Stock Holding History

First National Bank of Omaha’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 Q1	$7.65M	Sell	11,464 -3,715	-24%	-$2.57M	0.24%	112
2025 Q4	$8.76M	Buy	+15,179	New	+$8.44M	0.26%	98
2024 Q4	–	Sell	-550	Closed	-$215K	–	309
2024 Q3	$215K	Buy	+550	New	+$190K	0.01%	298
2023 Q3	–	Sell	-826	Closed	-$203K	–	323
2023 Q2	$203K	Buy	+826	New	+$184K	0.01%	324
2023 Q1	–	Sell	-962	Closed	-$231K	–	332
2022 Q4	$231K	Buy	+962	New	+$209K	0.01%	314
2022 Q2	–	Sell	-1,012	Closed	-$226K	–	335
2022 Q1	$226K	Buy	+1,012	New	+$212K	0.01%	325
2021 Q4	–	Sell	-1,083	Closed	-$208K	–	351
2021 Q3	$208K	Buy	1,083 +137	+14%	+$28.5K	0.01%	352
2021 Q2	$220K	Hold	946	–	–	0.01%	346
2021 Q1	$220K	Sell	946 -293	-24%	-$60.7K	0.01%	346
2020 Q4	$226K	Buy	+1,239	New	+$210K	0.01%	347
2016 Q1	–	Sell	-3,438	Closed	-$234	–	335
2015 Q4	$234	Buy	+3,438	New	+$240K	0.02%	321

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First National Bank of Omaha's CAT Position: Q1 2026 in Review

First National Bank of Omaha reduced its Caterpillar (CAT) stake by 24% in Q1 2026, selling an estimated $2.57M and leaving 11,464 shares worth $7.65M. The position accounts for 0.24% of the portfolio, ranked #112.

First National Bank of Omaha first reported a position in CAT in Q4 2015 and has held it in 11 quarters since. The position peaked at $8.76M in Q4 2025. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

First National Bank of Omaha held 11,464 shares of Caterpillar worth $7.65M as of Q1 2026.
First National Bank of Omaha sold 3,715 Caterpillar shares in Q1 2026, an estimated $2.57M.
Caterpillar made up 0.24% of First National Bank of Omaha's portfolio in Q1 2026, its #112 holding.
First National Bank of Omaha first reported a position in Caterpillar in Q4 2015 and has held it in 11 quarters since.
First National Bank of Omaha's Caterpillar position peaked at $8.76M in Q4 2025.
3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.