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Disclosery

Security National Bank: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Security National Bank on CAT, newest first. How the timeline and the estimate are built.

Security National Bank held 5,549 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,549 shares
    Change vs previous 13F -42 shares

    0.71% of the 13F portfolio, value $5,909,130.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,591 shares
    Change vs previous 13F -57 shares

    0.58% of the 13F portfolio, value $3,961,000.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,648 shares
    Change vs previous 13F +920 shares

    0.46% of the 13F portfolio, value $3,235,570.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,728 shares
    Change vs previous 13F +714 shares

    0.35% of the 13F portfolio, value $2,255,966.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,014 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,558,275.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,014 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,323,817.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,014 shares
    Change vs previous 13F +31 shares

    0.21% of the 13F portfolio, value $1,456,119.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,983 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,557,831.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).