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 Q3	$1.13M	Buy	1,394 +12	+0.9%	+$10.2K	0.12%	96
2026 Q2	$1.47M	Buy	1,382 +26	+2%	+$22.8K	0.18%	70
2026 Q1	$961K	Sell	1,356 -2	-0.1%	-$1.38K	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%	+$2.14K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

First Pacific Financial's CAT Position: Q3 2026 in Review

First Pacific Financial increased its Caterpillar (CAT) stake by 0.87% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,394 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #96.

First Pacific Financial first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q2 2026. 3,146 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

First Pacific Financial held 1,394 shares of Caterpillar worth $1.13M as of Q3 2026.
First Pacific Financial bought 12 Caterpillar shares in Q3 2026, an estimated $10.2K.
Caterpillar made up 0.12% of First Pacific Financial's portfolio in Q3 2026, its #96 holding.
First Pacific Financial first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
First Pacific Financial's Caterpillar position peaked at $1.47M in Q2 2026.
3,146 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.