Fairfield Financial Advisors’s Caterpillar CAT Stock Holding History

Fairfield 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	$5.74M	Buy	8,104 +219	+3%	+$152K	1.98%	15
2025 Q4	$4.52M	Buy	7,885 +415	+6%	+$231K	1.47%	20
2025 Q3	$3.56M	Sell	7,470 -75	-1%	-$32K	1.2%	23
2025 Q2	$2.93M	Sell	7,545 -1,414	-16%	-$471K	1.03%	26
2025 Q1	$2.95M	Buy	8,959 +1,686	+23%	+$601K	1.11%	20
2024 Q4	$2.64M	Buy	7,273 +1,361	+23%	+$528K	0.93%	21
2024 Q3	$2.31M	Buy	5,912 +397	+7%	+$137K	0.79%	26
2024 Q2	$1.84M	Buy	+5,515	New	+$1.91M	0.54%	31
2023 Q4	$425K	Buy	1,438 +1,029	+252%	+$267K	0.16%	52
2023 Q3	$112K	Buy	+409	New	+$111K	0.05%	91

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

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

Fairfield Financial Advisors increased its Caterpillar (CAT) stake by 2.8% in Q1 2026, buying an estimated $152K and bringing the position to 8,104 shares worth $5.74M. The position accounts for 1.98% of the portfolio, ranked #15.

Fairfield Financial Advisors first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Fairfield Financial Advisors held 8,104 shares of Caterpillar worth $5.74M as of Q1 2026.
Fairfield Financial Advisors bought 219 Caterpillar shares in Q1 2026, an estimated $152K.
Caterpillar made up 1.98% of Fairfield Financial Advisors's portfolio in Q1 2026, its #15 holding.
Fairfield Financial Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fairfield Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.