FFA
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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
Q2 		$57.5K Sell
54
-1
-2% -$878 0.03% 170
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Frazier Financial Advisors's CAT Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $878 and leaving 54 shares worth $57.5K. The position accounts for 0.03% of the portfolio, ranked #170.

Frazier Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $187K in Q3 2024. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Frazier Financial Advisors held 54 shares of Caterpillar worth $57.5K as of Q2 2026.
  • Frazier Financial Advisors sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.03% of Frazier Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • Frazier Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Caterpillar position peaked at $187K in Q3 2024.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.