FFA
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Florida Financial Advisors’s Caterpillar CAT Stock Holding History

Florida 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 		$4.19M Buy
5,906
+5,093
+626% +$3.53M 1% 17
2025
Q4 		$463K Buy
813
+134
+20% +$74.5K 0.13% 156
2025
Q3 		$325K Sell
679
-138
-17% -$58.9K 0.1% 190
2025
Q2 		$317K Buy
817
+59
+8% +$19.7K 0.11% 198
2025
Q1 		$249K Buy
758
+57
+8% +$20.3K 0.1% 205
2024
Q4 		$254K Buy
701
+113
+19% +$43.8K 0.11% 157
2024
Q3 		$230K Buy
+588
New +$203K 0.12% 157

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

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

Florida Financial Advisors increased its Caterpillar (CAT) stake by 626% in Q1 2026, buying an estimated $3.53M and bringing the position to 5,906 shares worth $4.19M. The position accounts for 1% of the portfolio, ranked #17.

Florida Financial Advisors first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Florida Financial Advisors held 5,906 shares of Caterpillar worth $4.19M as of Q1 2026.
  • Florida Financial Advisors bought 5,093 Caterpillar shares in Q1 2026, an estimated $3.53M.
  • Caterpillar made up 1% of Florida Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Florida Financial Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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