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 Q2	$1.3M	Sell	1,222 -50	-4%	-$43.9K	0.11%	104
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Nebraska Trust's CAT Position: Q2 2026 in Review

First Nebraska Trust reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $43.9K and leaving 1,222 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #104.

First Nebraska Trust first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Nebraska Trust held 1,222 shares of Caterpillar worth $1.3M as of Q2 2026.
First Nebraska Trust sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
Caterpillar made up 0.11% of First Nebraska Trust's portfolio in Q2 2026, its #104 holding.
First Nebraska Trust first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.