First Pacific Financial’s Caterpillar CAT Stock Holding History

First Pacific Financial’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	$1.47M	Buy	1,382 +26	+2%	+$22.8K	0.18%	70
2026 Q1	$961K	Sell	1,356 -2	-0.1%	-$1.39K	0.12%	85
2025 Q4	$778K	Buy	1,358 +4	+0.3%	+$2.22K	0.1%	100
2025 Q3	$646K	Buy	1,354 +5	+0.4%	+$2.13K	0.09%	111
2025 Q2	$524K	Buy	1,349 +41	+3%	+$13.7K	0.08%	126
2025 Q1	$431K	Sell	1,308 -94	-7%	-$33.5K	0.09%	109
2024 Q4	$509K	Buy	1,402 +788	+128%	+$306K	0.12%	104
2024 Q3	$240K	Buy	614 +250	+69%	+$86.3K	0.06%	122
2024 Q2	$121K	Buy	364 +212	+139%	+$73.5K	0.03%	134
2024 Q1	$55.7K	Buy	152 +3	+2%	+$959	0.02%	173
2023 Q4	$44.1K	Hold	149	–	–	0.01%	182
2023 Q3	$40.7K	Hold	149	–	–	0.02%	168
2023 Q2	$36.7K	Buy	+149	New	+$33.2K	0.02%	163

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

First Pacific Financial's CAT Position: Q2 2026 in Review

First Pacific Financial increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,382 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #70.

First Pacific Financial first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,619 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

First Pacific Financial held 1,382 shares of Caterpillar worth $1.47M as of Q2 2026.
First Pacific Financial bought 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
Caterpillar made up 0.18% of First Pacific Financial's portfolio in Q2 2026, its #70 holding.
First Pacific Financial first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,619 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.