Mechanics Financial Corp’s Caterpillar CAT Stock Holding History

Mechanics Financial Corp’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	$2.05M	Hold	2,896	–	–	0.86%	27
2025 Q4	$1.66M	Hold	2,896	–	–	0.61%	37
2025 Q3	$1.38M	Sell	2,896 -5	-0.2%	-$2.13K	0.52%	41
2025 Q2	$1.13M	Buy	2,901 +40	+1%	+$13.3K	0.48%	46
2025 Q1	$944K	Hold	2,861	–	–	0.43%	54
2024 Q4	$1.04M	Sell	2,861 -170	-6%	-$65.9K	0.47%	49
2024 Q3	$1.19M	Hold	3,031	–	–	0.52%	46
2024 Q2	$1.01M	Buy	3,031 +15	+0.5%	+$5.2K	0.52%	47
2024 Q1	$1.11M	Hold	3,016	–	–	0.57%	45
2023 Q4	$892K	Buy	3,016 +76	+3%	+$19.7K	0.5%	48
2023 Q3	$803K	Buy	2,940 +95	+3%	+$25.8K	0.44%	49
2023 Q2	$700K	Buy	2,845 +545	+24%	+$122K	0.38%	52
2023 Q1	$526K	Hold	2,300	–	–	0.31%	60
2022 Q4	$551K	Hold	2,300	–	–	0.33%	60
2022 Q3	$377K	Hold	2,300	–	–	0.25%	75
2022 Q2	$411K	Hold	2,300	–	–	0.25%	71
2022 Q1	$512K	Hold	2,300	–	–	0.26%	66
2021 Q4	$476K	Buy	+2,300	New	+$463K	0.23%	69

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mechanics Financial Corp's CAT Position: Q1 2026 in Review

Mechanics Financial Corp held its Caterpillar (CAT) position steady in Q1 2026 at 2,896 shares worth $2.05M. The position accounts for 0.86% of the portfolio, ranked #27.

Mechanics Financial Corp first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Mechanics Financial Corp held 2,896 shares of Caterpillar worth $2.05M as of Q1 2026.
Mechanics Financial Corp left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.86% of Mechanics Financial Corp's portfolio in Q1 2026, its #27 holding.
Mechanics Financial Corp first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.