SEC 13F Intelligence

Finemark National Bank & Trust / CAT

Finemark National Bank & Trust’s Caterpillar Inc Position

Does Finemark National Bank & Trust own Caterpillar Inc (CAT)? Yes — 37.6K shares worth $22M (+0.67% of its 13F portfolio) as of Q4 2025, down from 38.4K shares the prior filed quarter.

Position Value
$22M
Q4 2025
Shares
37.6K
% of Portfolio
+0.67%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $17MQ2 ’21: $16MQ3 ’21: $14MQ4 ’21: $15MQ4 ’21Q1 ’22: $17MQ2 ’22: $14MQ3 ’22: $13MQ4 ’22: $19MQ4 ’22Q1 ’23: $17MQ2 ’23: $18MQ3 ’23: $20MQ4 ’23: $22MQ4 ’23Q1 ’24: $23MQ2 ’24: $21MQ3 ’24: $24MQ4 ’24: $22MQ4 ’24Q1 ’25: $15MQ2 ’25: $18MQ3 ’25: $18MQ4 ’25: $22MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202537.6K$22M+0.67%
Q3 202538.4K$18M+0.60%
Q2 202546.2K$18M+0.61%
Q1 202546.0K$15M+0.55%
Q4 202460.4K$22M+0.76%
Q3 202462.4K$24M+0.85%
Q2 202463.1K$21M+0.78%
Q1 202463.5K$23M+0.86%
Q4 202373.0K$22M+0.88%
Q3 202373.3K$20M+0.87%
Q2 202372.7K$18M+0.73%
Q1 202372.2K$17M+0.71%
Q4 202277.3K$19M+0.83%
Q3 202277.0K$13M+0.61%
Q2 202276.0K$14M+0.60%
Q1 202274.7K$17M+0.66%
Q4 202173.6K$15M+0.58%
Q3 202171.0K$14M+0.58%
Q2 202171.2K$16M+0.63%
Q1 202171.3K$17M+0.70%
Q4 202070.2K$13M+0.57%
Q3 202072.4K$11M+0.52%
Q2 202055.5K$7M+0.39%
Q1 202051.8K$6M+0.38%
Q4 201918.5K$3M+0.14%
Q3 201916.8K$2M+0.11%
Q2 201914.6K$2M+0.11%
Q1 201915.0K$2M+0.12%
Q4 201815.8K$2M+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Finemark National Bank & Trust’s full portfolio or all institutional holders of CAT.