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Livermore
Livermore
ZHEN

First Affirmative Financial Network

SEC CIK
0001656282
Latest filing
May 11, 2026

CAT holding history

Caterpillar Inc in every 13F filed by First Affirmative Financial Network, 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 Q1 2026 holdings

Shares (Q1 2026)
812
Value
$575.1K
% of portfolio
0.2%
Quarters held
14
Since Q3 2021
Holdings of CAT by First Affirmative Financial Network, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026812$575.1K0.2%–No prior filingHolders
Q4 2025––––Not filedHolders
Q3 2025700$333.9K0.2%+700NewHolders
Q4 20240$00.0%−522−100.0%Sold outHolders
Q3 2024522$204.0K0.1%+522NewHolders
Q2 20240$00.0%−664−100.0%Sold outHolders
Q1 2024664$243.4K0.2%−86−11.5%ReducedHolders
Q4 2023750$221.8K0.2%−120−13.8%ReducedHolders
Q3 2023870$237.5K0.2%−115−11.7%ReducedHolders
Q2 2023985$242.2K0.2%−80−7.5%ReducedHolders
Q1 20231,065$243.7K0.3%−253−19.2%ReducedHolders
Q4 20221,318$315.8K0.4%−363−21.6%ReducedHolders
Q3 20221,681$276.0K0.4%−349−17.2%ReducedHolders
Q2 20222,030$363.0K0.4%−321−13.7%ReducedHolders
Q1 20222,351$524.0K0.5%+46+2.0%AddedHolders
Q4 20212,305$476.0K0.4%+190+9.0%AddedHolders
Q3 20212,115$406.0K0.4%–No prior filingHolders