Moody National Bank Trust Division’s Caterpillar CAT Stock Holding History

Moody National Bank Trust Division’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	$3.55M	Sell	3,330 -32	-1%	-$28.1K	0.29%	61
2026 Q1	$2.38M	Buy	3,362 +12	+0.4%	+$8.31K	0.23%	79
2025 Q4	$1.92M	Sell	3,350 -2,080	-38%	-$1.16M	0.18%	104
2025 Q3	$2.59M	Buy	5,430 +314	+6%	+$134K	0.22%	98
2025 Q2	$1.99M	Buy	5,116 +39	+0.8%	+$13K	0.18%	118
2025 Q1	$1.67M	Buy	5,077 +173	+4%	+$61.6K	0.17%	130
2024 Q4	$1.78M	Sell	4,904 -297	-6%	-$115K	0.19%	118
2024 Q3	$2.03M	Buy	5,201 +412	+9%	+$142K	0.22%	112
2024 Q2	$1.6M	Buy	4,789 +40	+0.8%	+$13.9K	0.12%	116
2024 Q1	$1.74M	Sell	4,749 -9	-0.2%	-$2.88K	0.14%	106
2023 Q4	$1.41M	Sell	4,758 -5,466	-53%	-$1.42M	0.11%	140
2023 Q3	$2.79M	Buy	10,224 +649	+7%	+$176K	0.18%	85
2023 Q2	$2.36M	Buy	9,575 +82	+0.9%	+$18.3K	0.16%	97
2023 Q1	$2.17M	Sell	9,493 -14	-0.1%	-$3.38K	0.19%	93
2022 Q4	$2.28M	Sell	9,507 -855	-8%	-$186K	0.2%	91
2022 Q3	$1.7M	Buy	10,362 +107	+1%	+$19.5K	0.18%	111
2022 Q2	$1.83M	Sell	10,255 -541	-5%	-$114K	0.19%	90
2022 Q1	$2.41M	Sell	10,796 -1,497	-12%	-$314K	0.07%	93
2021 Q4	$2.54M	Sell	12,293 -31,440	-72%	-$6.33M	0.08%	100
2021 Q3	$8.4M	Sell	43,733 -71	-0.2%	-$14.8K	0.12%	100
2021 Q2	$9.53M	Sell	43,804 -149	-0.3%	-$34.4K	0.2%	87
2021 Q1	$10.2M	Sell	43,953 -65	-0.1%	-$13.5K	0.24%	72
2020 Q4	$8.01M	Hold	44,018	–	–	0.21%	98
2020 Q3	$6.57M	Sell	44,018 -158	-0.4%	-$22.2K	0.2%	102
2020 Q2	$5.59M	Buy	44,176 +109	+0.2%	+$12.9K	0.17%	108
2020 Q1	$5.11M	Sell	44,067 -23	-0.1%	-$2.94K	0.18%	100
2019 Q4	$6.51M	Buy	44,090 +595	+1%	+$83K	0.17%	97
2019 Q3	$5.49M	Sell	43,495 -382	-0.9%	-$48.5K	0.15%	106
2019 Q2	$5.98M	Hold	43,877	–	–	0.17%	104
2019 Q1	$5.94M	Hold	43,877	–	–	0.16%	104
2018 Q4	$5.58M	Buy	43,877 +102	+0.2%	+$13.3K	0.16%	103
2018 Q3	$6.67M	Buy	43,775 +39,350	+889%	+$5.57M	0.17%	100
2018 Q2	$600K	Buy	4,425 +230	+5%	+$34.4K	0.03%	130
2018 Q1	$618K	Sell	4,195 -125	-3%	-$19.7K	0.03%	123
2017 Q4	$681K	Hold	4,320	–	–	0.03%	110
2017 Q3	$539K	Sell	4,320 -900	-17%	-$104K	0.03%	137
2017 Q2	$561K	Hold	5,220	–	–	0.03%	149
2017 Q1	$484K	Hold	5,220	–	–	0.02%	170
2016 Q4	$484K	Hold	5,220	–	–	0.02%	158
2016 Q3	$464K	Hold	5,220	–	–	0.03%	164
2016 Q2	$396K	Hold	5,220	–	–	0.02%	183
2016 Q1	$400K	Hold	5,220	–	–	0.03%	175
2015 Q4	$355K	Hold	5,220	–	–	0.03%	183
2015 Q3	$341K	Hold	5,220	–	–	0.03%	187
2015 Q2	$443K	Sell	5,220 -295	-5%	-$25.4K	0.03%	168
2015 Q1	$441K	Hold	5,515	–	–	0.03%	168
2014 Q4	$505K	Sell	5,515 -140	-2%	-$13.6K	0.03%	164
2014 Q3	$560K	Sell	5,655 -40	-0.7%	-$4.24K	0.04%	139
2014 Q2	$619K	Hold	5,695	–	–	0.04%	129
2014 Q1	$566K	Hold	5,695	–	–	0.04%	135
2013 Q4	$517K	Sell	5,695 -25	-0.4%	-$2.13K	0.04%	149
2013 Q3	$477K	Sell	5,720 -350	-6%	-$29.6K	0.04%	149
2013 Q2	$500K	Buy	+6,070	New	+$516K	0.04%	132

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Moody National Bank Trust Division's CAT Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Caterpillar (CAT) stake by 0.95% in Q2 2026, selling an estimated $28.1K and leaving 3,330 shares worth $3.55M. The position accounts for 0.29% of the portfolio, ranked #61.

Moody National Bank Trust Division first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q1 2021. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Moody National Bank Trust Division held 3,330 shares of Caterpillar worth $3.55M as of Q2 2026.
Moody National Bank Trust Division sold 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
Caterpillar made up 0.29% of Moody National Bank Trust Division's portfolio in Q2 2026, its #61 holding.
Moody National Bank Trust Division first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
Moody National Bank Trust Division's Caterpillar position peaked at $10.2M in Q1 2021.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.