Phocas Financial Corp’s Caterpillar CAT Stock Holding History

Phocas Financial 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 Q2	$314K	Hold	295	–	–	0.04%	144
2026 Q1	$209K	Buy	+295	New	+$204K	0.03%	154
2023 Q2	–	Sell	-995	Closed	-$228K	–	189
2023 Q1	$228K	Buy	995 +350	+54%	+$84.6K	0.03%	184
2022 Q4	$155K	Buy	+645	New	+$140K	0.02%	196
2013 Q4	–	Sell	-3,470	Closed	-$289K	–	229
2013 Q3	$289K	Hold	3,470	–	–	0.03%	214
2013 Q2	$286K	Buy	+3,470	New	+$295K	0.03%	218

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

Phocas Financial Corp's CAT Position: Q2 2026 in Review

Phocas Financial Corp held its Caterpillar (CAT) position steady in Q2 2026 at 295 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #144.

Phocas Financial Corp first reported a position in CAT in Q2 2013 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Phocas Financial Corp held 295 shares of Caterpillar worth $314K as of Q2 2026.
Phocas Financial Corp left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.04% of Phocas Financial Corp's portfolio in Q2 2026, its #144 holding.
Phocas Financial Corp first reported a position in Caterpillar in Q2 2013 and has held it in 6 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.