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 Q2	$12.7M	Buy	12,159 +695	+6%	+$611K	0.36%	68
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	-$234K	–	335
2015 Q4	$234K	Buy	+3,438	New	+$240K	0.02%	321

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

First National Bank of Omaha's CAT Position: Q2 2026 in Review

First National Bank of Omaha increased its Caterpillar (CAT) stake by 6.1% in Q2 2026, buying an estimated $611K and bringing the position to 12,159 shares worth $12.7M. The position accounts for 0.36% of the portfolio, ranked #68.

First National Bank of Omaha first reported a position in CAT in Q4 2015 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First National Bank of Omaha held 12,159 shares of Caterpillar worth $12.7M as of Q2 2026.
First National Bank of Omaha bought 695 Caterpillar shares in Q2 2026, an estimated $611K.
Caterpillar made up 0.36% of First National Bank of Omaha's portfolio in Q2 2026, its #68 holding.
First National Bank of Omaha first reported a position in Caterpillar in Q4 2015 and has held it in 12 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.