FFA
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Fi3 Financial Advisors’s Caterpillar CAT Stock Holding History

Fi3 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 		$885K Sell
1,250
-165
-12% -$114K 0.26% 41
2025
Q4 		$811K Buy
1,415
+73
+5% +$40.6K 0.25% 44
2025
Q3 		$640K Buy
1,342
+1
+0.1% +$427 0.22% 43
2025
Q2 		$521K Buy
1,341
+11
+0.8% +$3.67K 0.19% 49
2025
Q1 		$439K Buy
1,330
+3
+0.2% +$1.07K 0.18% 53
2024
Q4 		$481K Sell
1,327
-23
-2% -$8.92K 0.18% 50
2024
Q3 		$528K Buy
1,350
+444
+49% +$153K 0.21% 44
2024
Q2 		$302K Sell
906
-4
-0.4% -$1.39K 0.13% 56
2024
Q1 		$306K Buy
910
+46
+5% +$14.7K 0.14% 55
2023
Q4 		$255K Sell
864
-2,032
-70% -$527K 0.12% 59
2023
Q3 		$791K Buy
+2,896
New +$786K 0.43% 28

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fi3 Financial Advisors's CAT Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $114K and leaving 1,250 shares worth $885K. The position accounts for 0.26% of the portfolio, ranked #41.

Fi3 Financial Advisors first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Fi3 Financial Advisors held 1,250 shares of Caterpillar worth $885K as of Q1 2026.
  • Fi3 Financial Advisors sold 165 Caterpillar shares in Q1 2026, an estimated $114K.
  • Caterpillar made up 0.26% of Fi3 Financial Advisors's portfolio in Q1 2026, its #41 holding.
  • Fi3 Financial Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.