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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.91M	Sell	5,549 -42	-0.8%	-$36.9K	0.71%	44
2026 Q1	$3.96M	Sell	5,591 -57	-1%	-$39.5K	0.58%	45
2025 Q4	$3.24M	Buy	5,648 +920	+19%	+$511K	0.46%	55
2025 Q3	$2.26M	Buy	4,728 +714	+18%	+$305K	0.35%	56
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%	+$12K	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%	+$32.3K	0.22%	56
2023 Q4	$1.15M	Hold	3,882	–	–	0.26%	57
2023 Q3	$1.07M	Sell	3,882 -1,000	-20%	-$271K	0.3%	55
2023 Q2	$1.2M	Buy	4,882 +2,300	+89%	+$513K	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%	-$2.74K	0.12%	72
2022 Q2	$464K	Hold	2,597	–	–	0.13%	69
2022 Q1	$579K	Sell	2,597 -200	-7%	-$41.9K	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%	+$12.9K	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%	-$253K	0.19%	53
2018 Q4	$590K	Buy	4,644 +200	+5%	+$26K	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%	+$291K	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	+$246K	0.18%	59

Other funds holding CAT

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Security National Bank's CAT Position: Q2 2026 in Review

Security National Bank reduced its Caterpillar (CAT) stake by 0.75% in Q2 2026, selling an estimated $36.9K and leaving 5,549 shares worth $5.91M. The position accounts for 0.71% of the portfolio, ranked #44.

Security National Bank first reported a position in CAT in Q1 2017 and has held it in 38 quarters since. 1,091 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Security National Bank held 5,549 shares of Caterpillar worth $5.91M as of Q2 2026.
Security National Bank sold 42 Caterpillar shares in Q2 2026, an estimated $36.9K.
Caterpillar made up 0.71% of Security National Bank's portfolio in Q2 2026, its #44 holding.
Security National Bank first reported a position in Caterpillar in Q1 2017 and has held it in 38 quarters since.
1,091 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.