Pacifica Partners
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Pacifica Partners’s Caterpillar CAT Stock Holding History

Pacifica Partners’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
Q3 		$1.24M Sell
1,495
-2
-0.1% -$1.7K 0.37% 52
2026
Q2 		$1.44M Sell
1,497
-319
-18% -$280K 0.43% 51
2026
Q1 		$1.29M Sell
1,816
-10
-0.5% -$6.93K 0.43% 54
2025
Q4 		$1.09M Sell
1,826
-21
-1% -$11.7K 0.49% 42
2025
Q3 		$888K Sell
1,847
-19
-1% -$8.11K 0.32% 56
2025
Q2 		$718K Buy
1,866
+64
+4% +$21.3K 0.29% 58
2025
Q1 		$551K Hold
1,802
– – 0.25% 64
2024
Q4 		$648K Sell
1,802
-5
-0.3% -$1.94K 0.28% 59
2024
Q3 		$707K Buy
1,807
+28
+2% +$9.7K 0.29% 62
2024
Q2 		$588K Sell
1,779
-43
-2% -$14.9K 0.25% 62
2024
Q1 		$648K Sell
1,822
-20
-1% -$6.39K 0.29% 62
2023
Q4 		$470K Buy
1,842
+151
+9% +$39.2K 0.23% 65
2023
Q3 		$441K Buy
1,691
+1,001
+145% +$272K 0.24% 62
2023
Q2 		$169K Sell
690
-25
-3% -$5.57K 0.1% 98
2023
Q1 		$149K Hold
715
– – 0.09% 107
2022
Q4 		$174K Buy
715
+50
+8% +$10.9K 0.12% 92
2022
Q3 		$115K Hold
665
– – 0.08% 111
2022
Q2 		$127K Sell
665
-50
-7% -$10.5K 0.09% 113
2022
Q1 		$138K Buy
715
+50
+8% +$10.5K 0.09% 106
2021
Q4 		$150K Hold
665
– – 0.1% 104
2021
Q3 		$131K Buy
665
+75
+13% +$15.6K 0.1% 99
2021
Q2 		$127K Hold
590
– – 0.1% 96
2021
Q1 		$137K Sell
590
-50
-8% -$10.4K 0.11% 88
2020
Q4 		$114K Buy
640
+40
+7% +$6.78K 0.11% 88
2020
Q3 		$90K Hold
600
– – 0.1% 88
2020
Q2 		$76K Sell
600
-36
-6% -$4.27K 0.08% 100
2020
Q1 		$77K Hold
636
– – 0.1% 101
2019
Q4 		$94K Buy
+636
New +$88.8K 0.09% 99

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Pacifica Partners's CAT Position: Q3 2026 in Review

Pacifica Partners reduced its Caterpillar (CAT) stake by 0.13% in Q3 2026, selling an estimated $1.7K and leaving 1,495 shares worth $1.24M. The position accounts for 0.37% of the portfolio, ranked #52.

Pacifica Partners first reported a position in CAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.44M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Pacifica Partners held 1,495 shares of Caterpillar worth $1.24M as of Q3 2026.
  • Pacifica Partners sold 2 Caterpillar shares in Q3 2026, an estimated $1.7K.
  • Caterpillar made up 0.37% of Pacifica Partners's portfolio in Q3 2026, its #52 holding.
  • Pacifica Partners first reported a position in Caterpillar in Q4 2019 and has held it in 28 quarters since.
  • Pacifica Partners's Caterpillar position peaked at $1.44M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.