FFA
CAT icon

Frazier Financial Advisors’s Caterpillar CAT Stock Holding History

Frazier 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 		$39K Buy
55
+7
+15% +$4.85K 0.02% 216
2025
Q4 		$27.7K Buy
48
+33
+220% +$18.3K 0.02% 234
2025
Q3 		$7.16K Sell
15
-452
-97% -$193K ﹤0.01% 403
2025
Q2 		$181K Hold
467
– – 0.13% 67
2025
Q1 		$154K Hold
467
– – 0.12% 64
2024
Q4 		$170K Sell
467
-10
-2% -$3.88K 0.13% 60
2024
Q3 		$187K Sell
477
-32
-6% -$11.1K 0.15% 55
2024
Q2 		$170K Buy
509
+14
+3% +$4.85K 0.13% 63
2024
Q1 		$181K Buy
495
+18
+4% +$5.75K 0.15% 62
2023
Q4 		$141K Buy
+477
New +$124K 0.12% 64

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

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

Frazier Financial Advisors increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $4.85K and bringing the position to 55 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #216.

Frazier Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $187K in Q3 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Frazier Financial Advisors held 55 shares of Caterpillar worth $39K as of Q1 2026.
  • Frazier Financial Advisors bought 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
  • Caterpillar made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #216 holding.
  • Frazier Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's Caterpillar position peaked at $187K in Q3 2024.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.