Security National Bank of Sioux City Iowa’s Caterpillar CAT Stock Holding History

Security National Bank of Sioux City Iowa’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	$730K	Sell	1,030 -34	-3%	-$23.5K	0.43%	63
2025 Q4	$610K	Hold	1,064	–	–	0.39%	59
2025 Q3	$508K	Hold	1,064	–	–	0.33%	62
2025 Q2	$413K	Buy	1,064 +200	+23%	+$66.7K	0.29%	66
2025 Q1	$285K	Sell	864 -40	-4%	-$14.2K	0.21%	76
2024 Q4	$328K	Hold	904	–	–	0.23%	74
2024 Q3	$354K	Hold	904	–	–	0.22%	80
2024 Q2	$301K	Sell	904 -100	-10%	-$34.7K	0.22%	76
2024 Q1	$368K	Buy	1,004 +165	+20%	+$52.7K	0.26%	71
2023 Q4	$248K	Hold	839	–	–	0.19%	85
2023 Q3	$229K	Hold	839	–	–	0.18%	85
2023 Q2	$206K	Buy	+839	New	+$187K	0.16%	90
2022 Q4	$237K	Buy	+989	New	+$215K	0.18%	90

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.66T 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

Security National Bank of Sioux City Iowa's CAT Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa reduced its Caterpillar (CAT) stake by 3.2% in Q1 2026, selling an estimated $23.5K and leaving 1,030 shares worth $730K. The position accounts for 0.43% of the portfolio, ranked #63.

Security National Bank of Sioux City Iowa first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. 3,747 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Security National Bank of Sioux City Iowa held 1,030 shares of Caterpillar worth $730K as of Q1 2026.
Security National Bank of Sioux City Iowa sold 34 Caterpillar shares in Q1 2026, an estimated $23.5K.
Caterpillar made up 0.43% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #63 holding.
Security National Bank of Sioux City Iowa first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
3,747 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.