PFWA
CAT icon

Paces Ferry Wealth Advisors’s Caterpillar CAT Stock Holding History

Paces Ferry Wealth 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 		$443K Hold
626
– – 0.18% 74
2025
Q4 		$358K Sell
626
-16
-2% -$8.89K 0.15% 86
2025
Q3 		$306K Sell
642
-16
-2% -$6.83K 0.13% 96
2025
Q2 		$255K Sell
658
-27
-4% -$9K 0.12% 99
2025
Q1 		$226K Sell
685
-15
-2% -$5.34K 0.11% 110
2024
Q4 		$254K Sell
700
-21
-3% -$8.14K 0.12% 106
2024
Q3 		$282K Sell
721
-2
-0.3% -$691 0.16% 92
2024
Q2 		$241K Sell
723
-4
-0.6% -$1.39K 0.15% 100
2024
Q1 		$266K Sell
727
-53
-7% -$16.9K 0.17% 93
2023
Q4 		$231K Buy
780
+27
+4% +$7K 0.16% 96
2023
Q3 		$205K Buy
+753
New +$204K 0.16% 98
2023
Q1 		– Sell
-846
Closed -$203K – 113
2022
Q4 		$203K Buy
+846
New +$184K 0.2% 105
2022
Q2 		– Sell
-996
Closed -$222K – 104
2022
Q1 		$222K Buy
+996
New +$209K 0.18% 111
2021
Q4 		– Sell
-1,053
Closed -$202K – 114
2021
Q3 		$202K Sell
1,053
-81
-7% -$16.9K 0.16% 116
2021
Q2 		$247K Buy
1,134
+33
+3% +$7.62K 0.19% 107
2021
Q1 		$255K Buy
1,101
+1
+0.1% +$207 0.22% 97
2020
Q4 		$200K Sell
1,100
-6
-0.5% -$1.02K 0.18% 114
2020
Q3 		$165K Buy
+1,106
New +$155K 0.14% 113

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

Paces Ferry Wealth Advisors's CAT Position: Q1 2026 in Review

Paces Ferry Wealth Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 626 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #74.

Paces Ferry Wealth Advisors first reported a position in CAT in Q3 2020 and has held it in 18 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Paces Ferry Wealth Advisors held 626 shares of Caterpillar worth $443K as of Q1 2026.
  • Paces Ferry Wealth Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.18% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Paces Ferry Wealth Advisors first reported a position in Caterpillar in Q3 2020 and has held it in 18 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.