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 Q2	$1.71M	Sell	1,610 -3	-0.2%	-$2.63K	0.78%	45
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Pacific Point Advisors's CAT Position: Q2 2026 in Review

Pacific Point Advisors reduced its Caterpillar (CAT) stake by 0.19% in Q2 2026, selling an estimated $2.63K and leaving 1,610 shares worth $1.71M. The position accounts for 0.78% of the portfolio, ranked #45.

Pacific Point Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pacific Point Advisors held 1,610 shares of Caterpillar worth $1.71M as of Q2 2026.
Pacific Point Advisors sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 0.78% of Pacific Point Advisors's portfolio in Q2 2026, its #45 holding.
Pacific Point Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.