Pacific Center for Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $537K | Buy |
758
+68
| +10% | +$47.1K | 0.14% | 56 |
|
|
2025
Q4 | $329K | Hold |
690
| – | – | 0.08% | 71 |
|
|
2025
Q3 | $329K | Buy |
690
+2
| +0.3% | +$854 | 0.08% | 71 |
|
|
2025
Q2 | $267K | Buy |
688
+3
| +0.4% | +$1K | 0.07% | 80 |
|
|
2025
Q1 | $226K | Buy |
685
+2
| +0.3% | +$712 | 0.06% | 88 |
|
|
2024
Q4 | $248K | Buy |
683
+3
| +0.4% | +$1.16K | 0.06% | 79 |
|
|
2024
Q3 | $266K | Buy |
680
+2
| +0.3% | +$691 | 0.07% | 70 |
|
|
2024
Q2 | $226K | Buy |
678
+3
| +0.4% | +$1.04K | 0.06% | 77 |
|
|
2024
Q1 | $248K | Buy |
675
+2
| +0.3% | +$639 | 0.07% | 71 |
|
|
2023
Q4 | $199K | Buy |
673
+3
| +0.4% | +$778 | 0.06% | 78 |
|
|
2023
Q3 | $183K | Buy |
670
+3
| +0.4% | +$814 | 0.06% | 79 |
|
|
2023
Q2 | $164K | Buy |
667
+4
| +0.6% | +$892 | 0.05% | 91 |
|
|
2023
Q1 | $152K | Buy |
+663
| New | +$160K | 0.05% | 95 |
|
|
2022
Q3 | $108K | Buy |
657
+3
| +0.5% | +$548 | 0.04% | 106 |
|
|
2022
Q2 | $117K | Buy |
654
+4
| +0.6% | +$843 | 0.05% | 105 |
|
|
2022
Q1 | $145K | Sell |
650
-2
| -0.3% | -$419 | 0.05% | 95 |
|
|
2021
Q4 | $135K | Buy |
652
+3
| +0.5% | +$604 | 0.05% | 102 |
|
|
2021
Q3 | $125K | Buy |
649
+3
| +0.5% | +$625 | 0.05% | 96 |
|
|
2021
Q2 | $141K | Buy |
646
+3
| +0.5% | +$693 | 0.06% | 86 |
|
|
2021
Q1 | $149K | Buy |
643
+2
| +0.3% | +$414 | 0.07% | 80 |
|
|
2020
Q4 | $117K | Buy |
641
+576
| +886% | +$97.7K | 0.04% | 88 |
|
|
2020
Q3 | $10K | Hold |
65
| – | – | ﹤0.01% | 213 |
|
|
2020
Q2 | $8K | Hold |
65
| – | – | ﹤0.01% | 210 |
|
|
2020
Q1 | $8K | Hold |
65
| – | – | 0.01% | 199 |
|
|
2019
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 209 |
|
|
2019
Q3 | $8K | Hold |
65
| – | – | ﹤0.01% | 226 |
|
|
2019
Q2 | $9K | Hold |
65
| – | – | ﹤0.01% | 220 |
|
|
2019
Q1 | $9K | Hold |
65
| – | – | ﹤0.01% | 222 |
|
|
2018
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 225 |
|
|
2018
Q3 | $10K | Hold |
65
| – | – | ﹤0.01% | 216 |
|
|
2018
Q2 | $9K | Hold |
65
| – | – | 0.01% | 207 |
|
|
2018
Q1 | $10K | Hold |
65
| – | – | 0.01% | 199 |
|
|
2017
Q4 | $10K | Hold |
65
| – | – | 0.01% | 201 |
|
|
2017
Q3 | $8K | Hold |
65
| – | – | 0.01% | 207 |
|
|
2017
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 217 |
|
|
2017
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 218 |
|
|
2016
Q4 | $6K | Buy |
+65
| New | +$5.89K | ﹤0.01% | 222 |
|
Other funds holding CAT
VCM
VPM
Pacific Center for Financial Services's CAT Position: Q1 2026 in Review
Pacific Center for Financial Services increased its Caterpillar (CAT) stake by 9.9% in Q1 2026, buying an estimated $47.1K and bringing the position to 758 shares worth $537K. The position accounts for 0.14% of the portfolio, ranked #56.
Pacific Center for Financial Services first reported a position in CAT in Q4 2016 and has held it in 37 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Pacific Center for Financial Services held 758 shares of Caterpillar worth $537K as of Q1 2026.
- Pacific Center for Financial Services bought 68 Caterpillar shares in Q1 2026, an estimated $47.1K.
- Caterpillar made up 0.14% of Pacific Center for Financial Services's portfolio in Q1 2026, its #56 holding.
- Pacific Center for Financial Services first reported a position in Caterpillar in Q4 2016 and has held it in 37 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.