SNB
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Security National Bank’s Caterpillar CAT Stock Holding History

Security National Bank’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.56M Hold
4,014
– – 0.27% 61
2025
Q1 		$1.32M Hold
4,014
– – 0.25% 60
2024
Q4 		$1.46M Buy
4,014
+31
+0.8% +$11.2K 0.21% 55
2024
Q3 		$1.56M Hold
3,983
– – 0.21% 58
2024
Q2 		$1.33M Hold
3,983
– – 0.19% 58
2024
Q1 		$1.46M Buy
3,983
+101
+3% +$37K 0.22% 56
2023
Q4 		$1.15M Hold
3,882
– – 0.26% 57
2023
Q3 		$1.07M Sell
3,882
-1,000
-20% -$276K 0.3% 55
2023
Q2 		$1.2M Buy
4,882
+2,300
+89% +$566K 0.31% 55
2023
Q1 		$591K Hold
2,582
– – 0.16% 63
2022
Q4 		$619K Hold
2,582
– – 0.17% 62
2022
Q3 		$424K Sell
2,582
-15
-0.6% -$2.46K 0.12% 72
2022
Q2 		$464K Hold
2,597
– – 0.13% 69
2022
Q1 		$579K Sell
2,597
-200
-7% -$44.6K 0.13% 66
2021
Q4 		$578K Hold
2,797
– – 0.13% 64
2021
Q3 		$537K Hold
2,797
– – 0.13% 65
2021
Q2 		$609K Buy
2,797
+56
+2% +$12.2K 0.16% 64
2021
Q1 		$636K Hold
2,741
– – 0.19% 60
2020
Q4 		$499K Hold
2,741
– – 0.16% 56
2020
Q3 		$409K Hold
2,741
– – 0.14% 57
2020
Q2 		$347K Hold
2,741
– – 0.14% 56
2020
Q1 		$318K Hold
2,741
– – 0.17% 53
2019
Q4 		$405K Hold
2,741
– – 0.18% 57
2019
Q3 		$346K Hold
2,741
– – 0.16% 59
2019
Q2 		$374K Hold
2,741
– – 0.18% 55
2019
Q1 		$371K Sell
2,741
-1,903
-41% -$258K 0.19% 53
2018
Q4 		$590K Buy
4,644
+200
+5% +$25.4K 0.37% 49
2018
Q3 		$678K Hold
4,444
– – 0.37% 48
2018
Q2 		$603K Hold
4,444
– – 0.38% 47
2018
Q1 		$655K Buy
4,444
+1,841
+71% +$271K 0.44% 48
2017
Q4 		$410K Hold
2,603
– – 0.27% 52
2017
Q3 		$325K Hold
2,603
– – 0.22% 54
2017
Q2 		$280K Hold
2,603
– – 0.2% 57
2017
Q1 		$241K Buy
+2,603
New +$241K 0.18% 59