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Pure Financial Advisors’s Caterpillar CAT Stock Holding History

Pure Financial 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 		$12.8M Sell
18,072
-203
-1% -$141K 0.18% 67
2025
Q4 		$10.5M Buy
18,275
+505
+3% +$281K 0.15% 73
2025
Q3 		$8.48M Sell
17,770
-880
-5% -$376K 0.14% 80
2025
Q2 		$7.24M Buy
18,650
+7,463
+67% +$2.49M 0.13% 83
2025
Q1 		$3.69M Buy
11,187
+488
+5% +$174K 0.08% 95
2024
Q4 		$3.88M Buy
10,699
+441
+4% +$171K 0.09% 87
2024
Q3 		$4.01M Sell
10,258
-417
-4% -$144K 0.1% 83
2024
Q2 		$3.56M Buy
10,675
+319
+3% +$111K 0.1% 86
2024
Q1 		$3.79M Buy
10,356
+1,678
+19% +$536K 0.12% 84
2023
Q4 		$2.57M Buy
8,678
+192
+2% +$49.8K 0.09% 98
2023
Q3 		$2.32M Sell
8,486
-285
-3% -$77.3K 0.09% 93
2023
Q2 		$2.16M Sell
8,771
-40
-0.5% -$8.92K 0.09% 92
2023
Q1 		$2.02M Buy
8,811
+85
+1% +$20.5K 0.09% 92
2022
Q4 		$2.09M Sell
8,726
-309
-3% -$67.3K 0.11% 86
2022
Q3 		$1.48M Buy
9,035
+138
+2% +$25.2K 0.09% 92
2022
Q2 		$1.59M Buy
8,897
+84
+1% +$17.7K 0.1% 91
2022
Q1 		$1.96M Buy
8,813
+7,230
+457% +$1.52M 0.09% 82
2021
Q4 		$327K Buy
1,583
+95
+6% +$19.1K 0.02% 160
2021
Q3 		$286K Buy
1,488
+101
+7% +$21K 0.02% 161
2021
Q2 		$302K Sell
1,387
-499
-26% -$115K 0.02% 156
2021
Q1 		$437K Sell
1,886
-78
-4% -$16.1K 0.04% 126
2020
Q4 		$357K Buy
1,964
+580
+42% +$98.4K 0.04% 132
2020
Q3 		$206K Buy
+1,384
New +$194K 0.03% 149
2019
Q1 		– Sell
-1,625
Closed -$206K – 136
2018
Q4 		$206K Hold
1,625
– – 0.04% 142
2018
Q3 		$248K Buy
+1,625
New +$230K 0.05% 127
2017
Q4 		– Sell
-2,020
Closed -$252K – 18
2017
Q3 		$252K Buy
+2,020
New +$233K 0.06% 100

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

Pure Financial Advisors's CAT Position: Q1 2026 in Review

Pure Financial Advisors reduced its Caterpillar (CAT) stake by 1.1% in Q1 2026, selling an estimated $141K and leaving 18,072 shares worth $12.8M. The position accounts for 0.18% of the portfolio, ranked #67.

Pure Financial Advisors first reported a position in CAT in Q3 2017 and has held it in 26 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pure Financial Advisors held 18,072 shares of Caterpillar worth $12.8M as of Q1 2026.
  • Pure Financial Advisors sold 203 Caterpillar shares in Q1 2026, an estimated $141K.
  • Caterpillar made up 0.18% of Pure Financial Advisors's portfolio in Q1 2026, its #67 holding.
  • Pure Financial Advisors first reported a position in Caterpillar in Q3 2017 and has held it in 26 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.