FineMark National Bank & Trust CAT — CATERPILLAR INC COM COM

Ownership history in FineMark National Bank & Trust  ·  56 quarters on record

AI Ownership Summary

FineMark National Bank & Trust reported CATERPILLAR INC COM COM (CAT) in 56 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.86% in 2024 Q1. The latest visible filing shows CAT at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FineMark National Bank & Trust's position in CATERPILLAR INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CAT was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page FineMark National Bank & Trust fund profile FineMark National Bank & Trust full holdings
How FineMark National Bank & Trust held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 37,612 -779 -2.0% 0.67% $21.5M 2026-02-14 (Est.) $771.30
2025 Q3 REDUCED 16.9% +21.6% ❌ 38,391 -7,824 -16.9% 0.60% $18.3M 2025-11-12 $569.54
2025 Q2 ADDED — — — 46,215 +200 +0.4% 0.61% $17.9M 2025-08-11 $404.90
2025 Q1 REDUCED 23.8% +18.3% ❌ 46,015 -14,380 -23.8% 0.55% $15.2M 2025-05-13 $348.12
2024 Q4 REDUCED — — — 60,395 -1,989 -3.2% 0.76% $21.9M 2025-02-11 $355.97
2024 Q3 REDUCED — — — 62,384 -764 -1.2% 0.85% $24.4M 2024-11-13 $379.00
2024 Q2 REDUCED — — — 63,148 -320 -0.5% 0.78% $21.0M 2024-08-02 $313.05
2024 Q1 REDUCED 13.1% -9.9% ✅ 63,468 -9,555 -13.1% 0.86% $23.3M 2024-05-14 $348.04
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2026 Q2 — sorted by position size

Westchester Capital Management, Inc. 3Y 7Y 10.7% Community Bank of Raymore 3Y 7Y 10.54% Atwater Malick LLC 3Y 7Y 8.78% Gouws Capital LLC 3Y 7.46% Aull & Monroe Investment Management Corp 3Y 7Y 7.22% Independent Wealth Network Inc. 3Y 7.18% Pflug Koory, LLC 3Y 7Y 5.89% Wesleyan Assurance Society 3Y 7Y 5.36% Reliant Investment Management, LLC 3Y 7Y 5.34% Integris Wealth Management, LLC 3Y 5.21%

FAQ About FineMark National Bank & Trust and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has FineMark National Bank & Trust reported owning CAT?

FineMark National Bank & Trust reported CAT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CAT position in FineMark National Bank & Trust's portfolio?

The largest reported portfolio weight for CAT was 0.86% in 2024 Q1.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when FineMark National Bank & Trust reported 37,612 shares, equal to 0.67% of portfolio, with an estimated market value of $21.5M.

What does the chart on this CAT ownership page compare?

The chart compares FineMark National Bank & Trust's quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FineMark National Bank & Trust time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, FineMark National Bank & Trust correctly timed 28 out of 54 reported position changes (52%). The annualised alpha on CAT relative to SPY over the holding period was +4.4%.

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