Camarda Financial Advisors’s Caterpillar CAT Stock Holding History

Camarda Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Buy	+2,605	New	+$1.8M	0.97%	46
2025 Q1	–	Sell	-5,746	Closed	-$2.08M	–	101
2024 Q4	$2.08M	Buy	+5,746	New	+$2.23M	0.78%	40
2022 Q2	–	Sell	-1,950	Closed	-$434K	–	75
2022 Q1	$434K	Buy	+1,950	New	+$409K	0.21%	72
2021 Q3	–	Sell	-4,695	Closed	-$1.02M	–	82
2021 Q2	$1.02M	Buy	4,695 +58	+1%	+$13.4K	0.63%	34
2021 Q1	$1.07M	Sell	4,637 -163	-3%	-$33.7K	0.77%	28
2020 Q4	$874K	Buy	+4,800	New	+$814K	0.74%	31
2019 Q3	–	Sell	-84	Closed	-$11K	–	105
2019 Q2	$11K	Buy	+84	New	+$11.1K	0.02%	146
2018 Q4	–	Sell	-300	Closed	-$46K	–	175
2018 Q3	$46K	Buy	+300	New	+$42.4K	0.05%	115
2018 Q1	–	Sell	-150	Closed	-$24K	–	172
2017 Q4	$24K	Hold	150	–	–	0.03%	132
2017 Q3	$19K	Hold	150	–	–	0.02%	154
2017 Q2	$16K	Buy	+150	New	+$15.2K	0.02%	160

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Camarda Financial Advisors's CAT Position: Q1 2026 in Review

Camarda Financial Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 2,605 shares worth $1.85M. The stake represents 0.97% of the portfolio and ranks #46 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in CAT as recently as Q4 2024.

Camarda Financial Advisors first reported a position in CAT in Q2 2017 and has held it in 11 quarters since. The position peaked at $2.08M in Q4 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Camarda Financial Advisors held 2,605 shares of Caterpillar worth $1.85M as of Q1 2026.
Caterpillar was a new Camarda Financial Advisors position in Q1 2026.
Caterpillar made up 0.97% of Camarda Financial Advisors's portfolio in Q1 2026, its #46 holding.
Camarda Financial Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 11 quarters since.
Camarda Financial Advisors's Caterpillar position peaked at $2.08M in Q4 2024.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.