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Peoples Financial Services Corp’s Caterpillar CAT Stock Holding History

Peoples Financial Services Corp’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 		$1.51M Sell
2,125
-32
-1% -$22.2K 0.71% 40
2025
Q4 		$1.24M Sell
2,157
-100
-4% -$55.6K 0.58% 47
2025
Q3 		$1.08M Buy
2,257
+55
+2% +$23.5K 0.49% 56
2025
Q2 		$855K Sell
2,202
-598
-21% -$199K 0.42% 63
2025
Q1 		$923K Sell
2,800
-108
-4% -$38.5K 0.44% 64
2024
Q4 		$1.05M Sell
2,908
-10
-0.3% -$3.88K 0.49% 57
2024
Q3 		$1.14M Sell
2,918
-10
-0.3% -$3.45K 0.52% 56
2024
Q2 		$975K Buy
2,928
+9
+0.3% +$3.12K 0.44% 61
2024
Q1 		$1.07M Sell
2,919
-391
-12% -$125K 0.46% 62
2023
Q4 		$979K Buy
3,310
+71
+2% +$18.4K 0.42% 65
2023
Q3 		$884K Buy
3,239
+40
+1% +$10.9K 0.42% 69
2023
Q2 		$787K Buy
3,199
+12
+0.4% +$2.68K 0.35% 76
2023
Q1 		$729K Buy
3,187
+559
+21% +$135K 0.34% 76
2022
Q4 		$630K Buy
2,628
+25
+1% +$5.44K 0.29% 85
2022
Q3 		$427K Buy
2,603
+766
+42% +$140K 0.22% 101
2022
Q2 		$328K Buy
1,837
+448
+32% +$94.4K 0.16% 117
2022
Q1 		$310K Buy
1,389
+714
+106% +$150K 0.13% 125
2021
Q4 		$140K Hold
675
– – 0.05% 143
2021
Q3 		$129K Hold
675
– – 0.05% 142
2021
Q2 		$147K Hold
675
– – 0.06% 135
2021
Q1 		$156K Hold
675
– – 0.07% 134
2020
Q4 		$123K Hold
675
– – 0.06% 132
2020
Q3 		$100K Hold
675
– – 0.05% 131
2020
Q2 		$85K Hold
675
– – 0.04% 135
2020
Q1 		$79K Hold
675
– – 0.05% 142
2019
Q4 		$100K Hold
675
– – 0.05% 139
2019
Q3 		$85K Buy
675
+225
+50% +$28.6K 0.04% 144
2019
Q2 		$61K Hold
450
– – 0.03% 151
2019
Q1 		$61K Hold
450
– – 0.03% 148
2018
Q4 		$57K Hold
450
– – 0.03% 141
2018
Q3 		$69K Hold
450
– – 0.03% 143
2018
Q2 		$61K Hold
450
– – 0.03% 142
2018
Q1 		$66K Hold
450
– – 0.04% 137
2017
Q4 		$71K Hold
450
– – 0.04% 134
2017
Q3 		$56K Hold
450
– – 0.03% 151
2017
Q2 		$48K Hold
450
– – 0.03% 153
2017
Q1 		$42K Sell
450
-1,800
-80% -$170K 0.03% 159
2016
Q4 		$171K Buy
2,250
+1,000
+80% +$90.6K 0.11% 103
2016
Q3 		$111K Sell
1,250
-1,000
-44% -$81.8K 0.07% 122
2016
Q2 		$171K Hold
2,250
– – 0.11% 103
2016
Q1 		$172K Sell
2,250
-100
-4% -$6.71K 0.11% 101
2015
Q4 		$160K Sell
2,350
-1,150
-33% -$80.4K 0.11% 102
2015
Q3 		$228K Buy
3,500
+300
+9% +$22.9K 0.16% 93
2015
Q2 		$271K Buy
3,200
+200
+7% +$17.2K 0.18% 88
2015
Q1 		$240K Buy
3,000
+300
+11% +$24.9K 0.16% 95
2014
Q4 		$247K Hold
2,700
– – 0.16% 91
2014
Q3 		$268K Hold
2,700
– – 0.18% 86
2014
Q2 		$294K Sell
2,700
-100
-4% -$10.5K 0.19% 87
2014
Q1 		$279K Sell
2,800
-790
-22% -$74.5K 0.21% 87
2013
Q4 		$326K Buy
+3,590
New +$307K 0.22% 84

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

Peoples Financial Services Corp's CAT Position: Q1 2026 in Review

Peoples Financial Services Corp reduced its Caterpillar (CAT) stake by 1.5% in Q1 2026, selling an estimated $22.2K and leaving 2,125 shares worth $1.51M. The position accounts for 0.71% of the portfolio, ranked #40.

Peoples Financial Services Corp first reported a position in CAT in Q4 2013 and has held it in 50 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Peoples Financial Services Corp held 2,125 shares of Caterpillar worth $1.51M as of Q1 2026.
  • Peoples Financial Services Corp sold 32 Caterpillar shares in Q1 2026, an estimated $22.2K.
  • Caterpillar made up 0.71% of Peoples Financial Services Corp's portfolio in Q1 2026, its #40 holding.
  • Peoples Financial Services Corp first reported a position in Caterpillar in Q4 2013 and has held it in 50 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.