Position in CAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,909,130
+$1,948,131 QoQ
Shares Held
5,549
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,134
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Security National Bank holds $13,740,269 across 4 Farm & Heavy Construction Machinery names. CAT ranks #2 (43.0% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,909,130 | 5,549 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,960,999 | 5,591 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $3,235,569 | 5,648 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,255,964 | 4,728 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $1,558,274 | 4,014 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,323,817 | 4,014 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,456,118 | 4,014 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,557,830 | 3,983 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,326,737 | 3,983 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,459,490 | 3,983 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,147,790 | 3,882 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,059,786 | 3,882 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,201,216 | 4,882 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $590,864 | 2,582 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $618,543 | 2,582 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $423,654 | 2,582 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $464,239 | 2,597 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $578,663 | 2,597 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $578,251 | 2,797 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $536,940 | 2,797 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $608,711 | 2,797 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $635,555 | 2,741 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $498,916 | 2,741 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $408,820 | 2,741 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $346,736 | 2,741 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $318,065 | 2,741 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||