First Affirmative Financial Network’s Caterpillar CAT Stock Holding History

First Affirmative Financial Network’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 Q3	$881K	Buy	+1,086	New	+$921K	0.19%	103
2026 Q1	$575K	Buy	+812	New	+$562K	0.22%	105
2025 Q3	$334K	Buy	+700	New	+$299K	0.16%	167
2024 Q4	–	Sell	-522	Closed	-$204K	–	275
2024 Q3	$204K	Buy	+522	New	+$180K	0.11%	253
2024 Q2	–	Sell	-664	Closed	-$243K	–	263
2024 Q1	$243K	Sell	664 -86	-11%	-$27.5K	0.18%	186
2023 Q4	$222K	Sell	750 -120	-14%	-$31.1K	0.18%	194
2023 Q3	$238K	Sell	870 -115	-12%	-$31.2K	0.23%	152
2023 Q2	$242K	Sell	985 -80	-8%	-$17.8K	0.24%	139
2023 Q1	$244K	Sell	1,065 -253	-19%	-$61.2K	0.28%	111
2022 Q4	$316K	Sell	1,318 -363	-22%	-$79K	0.38%	81
2022 Q3	$276K	Sell	1,681 -349	-17%	-$63.8K	0.35%	89
2022 Q2	$363K	Sell	2,030 -321	-14%	-$67.6K	0.41%	65
2022 Q1	$524K	Buy	2,351 +46	+2%	+$9.6K	0.5%	50
2021 Q4	$476K	Buy	2,305 +190	+9%	+$38.3K	0.43%	57
2021 Q3	$406K	Buy	+2,115	New	+$440K	0.42%	63

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

First Affirmative Financial Network's CAT Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Caterpillar (CAT) in Q3 2026: 1,086 shares worth $881K. The stake represents 0.19% of the portfolio and ranks #103 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CAT as recently as Q1 2026.

First Affirmative Financial Network first reported a position in CAT in Q3 2021 and has held it in 15 quarters since. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

First Affirmative Financial Network held 1,086 shares of Caterpillar worth $881K as of Q3 2026.
Caterpillar was a new First Affirmative Financial Network position in Q3 2026.
Caterpillar made up 0.19% of First Affirmative Financial Network's portfolio in Q3 2026, its #103 holding.
First Affirmative Financial Network first reported a position in Caterpillar in Q3 2021 and has held it in 15 quarters since.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.