First Nebraska Trust’s Caterpillar CAT Stock Holding History

First Nebraska Trust’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	$901K	Buy	1,272 +16	+1%	+$11.1K	0.08%	110
2025 Q4	$720K	Hold	1,256	–	–	0.07%	114
2025 Q3	$599K	Buy	1,256 +50	+4%	+$21.3K	0.05%	119
2025 Q2	$468K	Hold	1,206	–	–	0.04%	128
2025 Q1	$398K	Buy	1,206 +50	+4%	+$17.8K	0.04%	136
2024 Q4	$419K	Hold	1,156	–	–	0.04%	139
2024 Q3	$452K	Sell	1,156 -50	-4%	-$17.3K	0.04%	131
2024 Q2	$402K	Hold	1,206	–	–	0.04%	136
2024 Q1	$442K	Sell	1,206 -50	-4%	-$16K	0.05%	128
2023 Q4	$371K	Sell	1,256 -36	-3%	-$9.34K	0.04%	135
2023 Q3	$353K	Hold	1,292	–	–	0.04%	133
2023 Q2	$318K	Buy	1,292 +100	+8%	+$22.3K	0.04%	134
2023 Q1	$273K	Sell	1,192 -534	-31%	-$129K	0.03%	142
2022 Q4	$413K	Buy	+1,726	New	+$376K	0.05%	119
2022 Q3	–	Sell	-1,192	Closed	-$213K	–	160
2022 Q2	$213K	Hold	1,192	–	–	0.03%	156
2022 Q1	$266K	Hold	1,192	–	–	0.03%	152
2021 Q4	$246K	Hold	1,192	–	–	0.03%	159
2021 Q3	$229K	Hold	1,192	–	–	0.03%	158
2021 Q2	$259K	Hold	1,192	–	–	0.03%	152
2021 Q1	$276K	Buy	1,192 +44	+4%	+$9.11K	0.04%	145
2020 Q4	$209K	Buy	+1,148	New	+$195K	0.03%	158

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 Nebraska Trust's CAT Position: Q1 2026 in Review

First Nebraska Trust increased its Caterpillar (CAT) stake by 1.3% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,272 shares worth $901K. The position accounts for 0.08% of the portfolio, ranked #110.

First Nebraska Trust first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

First Nebraska Trust held 1,272 shares of Caterpillar worth $901K as of Q1 2026.
First Nebraska Trust bought 16 Caterpillar shares in Q1 2026, an estimated $11.1K.
Caterpillar made up 0.08% of First Nebraska Trust's portfolio in Q1 2026, its #110 holding.
First Nebraska Trust first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.