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 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%	+$9.65K	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

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

First Affirmative Financial Network's CAT Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Caterpillar (CAT) in Q1 2026: 812 shares worth $575K. The stake represents 0.22% of the portfolio and ranks #105 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CAT as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CAT in Q3 2021 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

First Affirmative Financial Network held 812 shares of Caterpillar worth $575K as of Q1 2026.
Caterpillar was a new First Affirmative Financial Network position in Q1 2026.
Caterpillar made up 0.22% of First Affirmative Financial Network's portfolio in Q1 2026, its #105 holding.
First Affirmative Financial Network first reported a position in Caterpillar in Q3 2021 and has held it in 14 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.