First National Corp’s Caterpillar CAT Stock Holding History

First National 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
2025 Q3	$668K	Sell	1,388 -6	-0.4%	-$2.56K	0.13%	96
2025 Q2	$541K	Hold	1,394	–	–	0.11%	102
2025 Q1	$460K	Buy	1,394 +82	+6%	+$29.2K	0.1%	107
2024 Q4	$476K	Sell	1,312 -6	-0.5%	-$2.33K	0.11%	101
2024 Q3	$516K	Hold	1,318	–	–	0.11%	100
2024 Q2	$439K	Hold	1,318	–	–	0.1%	113
2024 Q1	$390K	Sell	1,318 -1	-0.1%	-$320	0.1%	119
2023 Q4	$390K	Sell	1,319 -32	-2%	-$8.3K	0.1%	119
2023 Q3	$369K	Sell	1,351 -39	-3%	-$10.6K	0.1%	115
2023 Q2	$342K	Sell	1,390 -11	-0.8%	-$2.45K	0.08%	128
2023 Q1	$320K	Hold	1,401	–	–	0.08%	137
2022 Q4	$336K	Hold	1,401	–	–	0.08%	126
2022 Q3	$230K	Sell	1,401 -9	-0.6%	-$1.64K	0.06%	143
2022 Q2	$252K	Buy	1,410 +7	+0.5%	+$1.48K	0.07%	141
2022 Q1	$313K	Sell	1,403 -2	-0.1%	-$419	0.07%	137
2021 Q4	$290K	Buy	1,405 +38	+3%	+$7.65K	0.06%	142
2021 Q3	$262K	Buy	+1,367	New	+$285K	0.06%	140
2021 Q2	–	Sell	-1,372	Closed	-$318K	–	144
2021 Q1	$318K	Buy	1,372 +5	+0.4%	+$1.03K	0.08%	130
2020 Q4	$249K	Sell	1,367 -169	-11%	-$28.7K	0.07%	133
2020 Q3	$246K	Buy	+1,536	New	+$216K	0.08%	127
2019 Q2	–	Sell	-1,241	Closed	-$168K	–	186
2019 Q1	$168K	Hold	1,241	–	–	0.07%	145
2018 Q4	$158K	Buy	+1,241	New	+$161K	0.07%	145

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 Corp's CAT Position: Q3 2025 in Review

First National Corp reduced its Caterpillar (CAT) stake by 0.43% in Q3 2025, selling an estimated $2.56K and leaving 1,388 shares worth $668K. The position accounts for 0.13% of the portfolio, ranked #96.

First National Corp first reported a position in CAT in Q4 2018 and has held it in 22 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

First National Corp held 1,388 shares of Caterpillar worth $668K as of Q3 2025.
First National Corp sold 6 Caterpillar shares in Q3 2025, an estimated $2.56K.
Caterpillar made up 0.13% of First National Corp's portfolio in Q3 2025, its #96 holding.
First National Corp first reported a position in Caterpillar in Q4 2018 and has held it in 22 quarters since.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.