Security National Bank of So Dak’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
$361K Hold
510
0.17% 96
2025
Q4
$292K Hold
510
0.14% 94
2025
Q3
$243K Buy
+510
New +$218K 0.12% 101
2024
Q4
Sell
-520
Closed -$203K 109
2024
Q3
$203K Buy
+520
New +$180K 0.11% 101

Other funds holding CAT

Security National Bank of So Dak's CAT Position: Q1 2026 in Review

Security National Bank of So Dak held its Caterpillar (CAT) position steady in Q1 2026 at 510 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #96.

Security National Bank of So Dak first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Security National Bank of So Dak held 510 shares of Caterpillar worth $361K as of Q1 2026.
  • Security National Bank of So Dak left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.17% of Security National Bank of So Dak's portfolio in Q1 2026, its #96 holding.
  • Security National Bank of So Dak first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.