OPTFSNA
CAT icon

Old Point Trust & Financial Services N A’s Caterpillar CAT Stock Holding History

Old Point Trust & Financial Services N A’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 		$793K Sell
1,120
-147
-12% -$102K 0.25% 80
2025
Q4 		$726K Sell
1,267
-50
-4% -$27.8K 0.23% 86
2025
Q3 		$628K Hold
1,317
– – 0.2% 87
2025
Q2 		$511K Buy
1,317
+100
+8% +$33.3K 0.18% 86
2025
Q1 		$401K Hold
1,217
– – 0.14% 101
2024
Q4 		$441K Hold
1,217
– – 0.15% 92
2024
Q3 		$476K Sell
1,217
-53
-4% -$18.3K 0.17% 81
2024
Q2 		$423K Hold
1,270
– – 0.16% 83
2024
Q1 		$465K Buy
1,270
+53
+4% +$16.9K 0.17% 79
2023
Q4 		$360K Hold
1,217
– – 0.15% 77
2023
Q3 		$332K Buy
1,217
+44
+4% +$11.9K 0.15% 69
2023
Q2 		$289K Hold
1,173
– – 0.12% 72
2023
Q1 		$268K Buy
1,173
+53
+5% +$12.8K 0.12% 75
2022
Q4 		$268K Buy
+1,120
New +$244K 0.12% 74
2022
Q3 		– Sell
-1,420
Closed -$254K – 76
2022
Q2 		$254K Hold
1,420
– – 0.12% 70
2022
Q1 		$316K Hold
1,420
– – 0.13% 64
2021
Q4 		$294K Hold
1,420
– – 0.12% 69
2021
Q3 		$273K Hold
1,420
– – 0.12% 67
2021
Q2 		$309K Buy
1,420
+350
+33% +$80.8K 0.14% 64
2021
Q1 		$248K Buy
+1,070
New +$222K 0.12% 65
2018
Q1 		– Sell
-1,320
Closed -$208K – 73
2017
Q4 		$208K Buy
+1,320
New +$183K 0.11% 74
2016
Q4 		– Sell
-2,375
Closed -$211K – 74
2016
Q3 		$211K Buy
+2,375
New +$194K 0.13% 67

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Point Trust & Financial Services N A's CAT Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $102K and leaving 1,120 shares worth $793K. The position accounts for 0.25% of the portfolio, ranked #80.

Old Point Trust & Financial Services N A first reported a position in CAT in Q3 2016 and has held it in 22 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Old Point Trust & Financial Services N A held 1,120 shares of Caterpillar worth $793K as of Q1 2026.
  • Old Point Trust & Financial Services N A sold 147 Caterpillar shares in Q1 2026, an estimated $102K.
  • Caterpillar made up 0.25% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #80 holding.
  • Old Point Trust & Financial Services N A first reported a position in Caterpillar in Q3 2016 and has held it in 22 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.