Pacific Point Advisors’s Caterpillar CAT Stock Holding History

Pacific Point 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	$1.14M	Buy	1,613 +4	+0.2%	+$2.77K	0.6%	60
2025 Q4	$922K	Buy	1,609 +9	+0.6%	+$5K	0.49%	72
2025 Q3	$763K	Hold	1,600	–	–	0.45%	72
2025 Q2	$621K	Hold	1,600	–	–	0.34%	72
2025 Q1	$528K	Hold	1,600	–	–	0.29%	70
2024 Q4	$579K	Buy	+1,600	New	+$621K	0.35%	67

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

Pacific Point Advisors's CAT Position: Q1 2026 in Review

Pacific Point Advisors increased its Caterpillar (CAT) stake by 0.25% in Q1 2026, buying an estimated $2.77K and bringing the position to 1,613 shares worth $1.14M. The position accounts for 0.6% of the portfolio, ranked #60.

Pacific Point Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Pacific Point Advisors held 1,613 shares of Caterpillar worth $1.14M as of Q1 2026.
Pacific Point Advisors bought 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
Caterpillar made up 0.6% of Pacific Point Advisors's portfolio in Q1 2026, its #60 holding.
Pacific Point Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.