LCNB Corp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.28M Buy
1,804
+203
+13% +$141K 0.43% 54
2025
Q4
$917K Sell
1,601
-58
-3% -$32.2K 0.31% 75
2025
Q3
$792K Buy
1,659
+47
+3% +$20.1K 0.28% 77
2025
Q2
$626K Sell
1,612
-339
-17% -$113K 0.22% 98
2025
Q1
$643K Sell
1,951
-26
-1% -$9.26K 0.24% 93
2024
Q4
$717K Hold
1,977
0.26% 86
2024
Q3
$773K Hold
1,977
0.27% 89
2024
Q2
$659K Sell
1,977
-357
-15% -$124K 0.25% 90
2024
Q1
$855K Buy
2,334
+20
+0.9% +$6.39K 0.31% 80
2023
Q4
$684K Sell
2,314
-253
-10% -$65.6K 0.27% 88
2023
Q3
$701K Sell
2,567
-75
-3% -$20.3K 0.31% 80
2023
Q2
$650K Hold
2,642
0.28% 96
2023
Q1
$605K Sell
2,642
-25
-0.9% -$6.04K 0.27% 95
2022
Q4
$639K Hold
2,667
0.3% 90
2022
Q3
$438K Hold
2,667
0.24% 104
2022
Q2
$477K Sell
2,667
-50
-2% -$10.5K 0.25% 106
2022
Q1
$605K Hold
2,717
0.28% 93
2021
Q4
$562K Buy
2,717
+392
+17% +$78.9K 0.26% 100
2021
Q3
$446K Sell
2,325
-45
-2% -$9.37K 0.23% 109
2021
Q2
$516K Buy
2,370
+180
+8% +$41.6K 0.26% 104
2021
Q1
$508K Sell
2,190
-175
-7% -$36.2K 0.28% 98
2020
Q4
$430K Sell
2,365
-100
-4% -$17K 0.24% 104
2020
Q3
$368K Hold
2,465
0.24% 104
2020
Q2
$312K Buy
2,465
+100
+4% +$11.9K 0.21% 105
2020
Q1
$274K Hold
2,365
0.21% 104
2019
Q4
$349K Hold
2,365
0.21% 110
2019
Q3
$299K Sell
2,365
-43
-2% -$5.46K 0.19% 115
2019
Q2
$328K Hold
2,408
0.23% 103
2019
Q1
$326K Sell
2,408
-50
-2% -$6.64K 0.24% 100
2018
Q4
$312K Hold
2,458
0.26% 96
2018
Q3
$375K Hold
2,458
0.26% 93
2018
Q2
$333K Hold
2,458
0.3% 77
2018
Q1
$362K Sell
2,458
-231
-9% -$36.5K 0.33% 82
2017
Q4
$424K Sell
2,689
-174
-6% -$24.1K 0.37% 75
2017
Q3
$357K Sell
2,863
-155
-5% -$17.9K 0.34% 79
2017
Q2
$325K Sell
3,018
-150
-5% -$15.2K 0.32% 81
2017
Q1
$294K Sell
3,168
-792
-20% -$75K 0.28% 85
2016
Q4
$367K Buy
+3,960
New +$359K 0.36% 70

Other funds holding CAT

LCNB Corp's CAT Position: Q1 2026 in Review

LCNB Corp increased its Caterpillar (CAT) stake by 13% in Q1 2026, buying an estimated $141K and bringing the position to 1,804 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #54.

LCNB Corp first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • LCNB Corp held 1,804 shares of Caterpillar worth $1.28M as of Q1 2026.
  • LCNB Corp bought 203 Caterpillar shares in Q1 2026, an estimated $141K.
  • Caterpillar made up 0.43% of LCNB Corp's portfolio in Q1 2026, its #54 holding.
  • LCNB Corp first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.