FFA
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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
Q2 		$9.13M Buy
8,575
+471
+6% +$414K 3.6% 7
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Fairfield Financial Advisors's CAT Position: Q2 2026 in Review

Fairfield Financial Advisors increased its Caterpillar (CAT) stake by 5.8% in Q2 2026, buying an estimated $414K and bringing the position to 8,575 shares worth $9.13M. The position accounts for 3.6% of the portfolio, ranked #7.

Fairfield Financial Advisors first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Fairfield Financial Advisors held 8,575 shares of Caterpillar worth $9.13M as of Q2 2026.
  • Fairfield Financial Advisors bought 471 Caterpillar shares in Q2 2026, an estimated $414K.
  • Caterpillar made up 3.6% of Fairfield Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Fairfield Financial Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.