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Phocas Financial Corp.

SEC CIK
0001356783
Latest filing
Jul 30, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Phocas Financial Corp., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
295
Value
$314.1K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2022
Holdings of CAT by Phocas Financial Corp., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026295$314.1K<0.1%00.0%UnchangedHolders
Q1 2026295$209.0K<0.1%+295NewHolders
Q2 20230$00.0%−995−100.0%Sold outHolders
Q1 2023995$227.7K<0.1%+350+54.3%AddedHolders
Q4 2022645$154.5K<0.1%+645NewHolders