MOODY NATIONAL BANK TRUST DIVISION

Bank

Position in CAT — Caterpillar Inc

CIK 1092903 GALVESTON, TX

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,546,117

+$1,164,276 QoQ

Shares Held

3,330

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,450

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

MOODY NATIONAL BANK TRUST DIVISION holds $6,278,211 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,330	$3,546,117
2	TEX	Terex Corp	27,850	$2,016,061
3	ASTE	Astec Industries Inc	8,025	$491,049
4	PCAR	Paccar Inc	1,873	$224,984

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,546,117	3,330	-1.0%	Shares	Defined	2026-07-07
2026-03-31	$2,381,841	3,362	+0.4%	Shares	Defined	2026-04-09
2025-12-31	$1,919,114	3,350	-38.3%	Shares	Defined	2026-01-12
2025-09-30	$2,590,923	5,430	+6.1%	Shares	Defined	2025-10-06
2025-06-30	$1,986,081	5,116	+0.8%	Shares	Defined	2025-07-10
2025-03-31	$1,674,394	5,077	+3.5%	Shares	Defined	2025-04-04
2024-12-31	$1,778,974	4,904	-5.7%	Shares	Defined	2025-01-13
2024-09-30	$2,034,214	5,201	+8.6%	Shares	Defined	2024-10-03
2024-06-30	$1,595,215	4,789	+0.8%	Shares	Defined	2024-07-03
2024-03-31	$1,740,175	4,749	-0.2%	Shares	Defined	2024-04-04
2023-12-31	$1,406,797	4,758	-53.5%	Shares	Defined	2024-01-11
2023-09-30	$2,791,152	10,224	+6.8%	Shares	Defined	2023-10-12
2023-06-30	$2,355,928	9,575	+0.9%	Shares	Defined	2023-07-07
2023-03-31	$2,172,377	9,493	-0.1%	Shares	Defined	2023-04-19
2022-12-31	$2,277,496	9,507	-8.3%	Shares	Defined	2023-01-11
2022-09-30	$1,700,196	10,362	+1.0%	Shares	Defined	2022-10-05
2022-06-30	$1,833,183	10,255	-5.0%	Shares	Defined	2022-07-07
2022-03-31	$2,405,564	10,796	-12.2%	Shares	Defined	2022-04-12
2021-12-31	$2,541,454	12,293	-71.9%	Shares	Defined	2022-01-13
2021-09-30	$8,395,423	43,733	-0.2%	Shares	Sole	2021-10-07
2021-06-30	$9,533,064	43,804	-0.3%	Shares	Defined	2021-08-05
2021-03-31	$10,191,381	43,953	-0.1%	Shares	Defined	2021-04-14
2020-12-31	$8,012,155	44,018	0.0%	Shares	Defined	2021-03-04
2020-09-30	$6,565,284	44,018	-0.4%	Shares	Defined	2020-10-08
2020-06-30	$5,588,264	44,176	+0.2%	Shares	Defined	2020-07-10
2020-03-31	$5,113,534	44,067	—	Shares	Defined	2020-04-17
No filing history on record for this holder in this stock.