Caterpillar shares owned by Security National Bank
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 4.7k | 477.16 |
| 2025-06-30 | $1.6M | 4.0k | 388.21 |
| 2025-03-31 | $1.3M | 4.0k | 329.80 |
| 2024-12-31 | $1.5M | 4.0k | 362.76 |
| 2024-09-30 | $1.6M | 4.0k | 391.12 |
| 2024-06-30 | $1.3M | 4.0k | 333.10 |
| 2024-03-31 | $1.5M | 4.0k | 366.43 |
| 2023-09-30 | $1.1M | 3.9k | 276.24 |
| 2023-06-30 | $1.2M | 4.9k | 246.05 |
| 2023-03-31 | $591k | 2.6k | 228.84 |
| 2022-12-31 | $619k | 2.6k | 239.56 |
| 2022-09-30 | $424k | 2.6k | 164.21 |
| 2022-06-30 | $464k | 2.6k | 178.67 |
| 2022-03-31 | $579k | 2.6k | 222.95 |
| 2021-12-31 | $578k | 2.8k | 206.65 |
| 2021-09-30 | $537k | 2.8k | 191.99 |
| 2021-06-30 | $609k | 2.8k | 217.73 |
| 2021-03-31 | $636k | 2.7k | 232.03 |
| 2020-12-31 | $499k | 2.7k | 182.05 |
| 2020-09-30 | $409k | 2.7k | 149.22 |
| 2020-06-30 | $347k | 2.7k | 126.60 |
| 2020-03-31 | $318k | 2.7k | 116.02 |
| 2019-12-31 | $405k | 2.7k | 147.76 |
| 2019-09-30 | $346k | 2.7k | 126.23 |
| 2019-06-30 | $374k | 2.7k | 136.45 |
| 2019-03-31 | $371k | 2.7k | 135.35 |
| 2018-12-31 | $590k | 4.6k | 127.05 |
| 2018-09-30 | $678k | 4.4k | 152.57 |
| 2018-06-30 | $603k | 4.4k | 135.69 |
| 2018-03-31 | $655k | 4.4k | 147.39 |
| 2017-12-31 | $410k | 2.6k | 157.51 |
| 2017-09-30 | $325k | 2.6k | 124.86 |
| 2017-06-30 | $280k | 2.6k | 107.57 |
| 2017-03-31 | $241k | 2.6k | 92.59 |