Fairfield Financial Advisors, LTD CAT — CATERPILLAR INC

Ownership history in Fairfield Financial Advisors, LTD  ·  7 quarters on record

AI Ownership Summary

Fairfield Financial Advisors, LTD reported CATERPILLAR INC (CAT) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.98% in 2026 Q1. The latest visible filing shows CAT at 1.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fairfield Financial Advisors, LTD's position in CATERPILLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CAT was reported at 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page Fairfield Financial Advisors, LTD fund profile Fairfield Financial Advisors, LTD full holdings
How Fairfield Financial Advisors, LTD held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,104 +219 +2.8% 1.98% $5.7M 2026-04-27 $828.79
2025 Q4 ADDED — — — 7,885 +415 +5.6% 1.47% $4.5M 2026-02-02 $689.60
2025 Q3 REDUCED — — — 7,470 -75 -1.0% 1.20% $3.6M 2025-10-24 $520.52
2025 Q2 REDUCED 15.8% +21.9% ❌ 7,545 -1,414 -15.8% 1.03% $2.9M 2025-08-01 $425.65
2025 Q1 ADDED — — — 8,959 +1,686 +23.2% 1.11% $3.0M 2025-05-09 $322.13
2024 Q4 ADDED — — — 7,273 +1,758 +31.9% 0.93% $2.6M 2025-02-07 $358.26
2024 Q2 INITIATED — — — 5,515 — — 0.54% $1.8M 2024-08-09 $330.63

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

Community Bank of Raymore 3Y 7Y 7.97% Atwater Malick LLC 3Y 7Y 7.28% Independent Wealth Network Inc. 3Y 5.5% Aull & Monroe Investment Management Corp 3Y 7Y 5.42% Boit C F David 3Y 5.19% Reliant Investment Management, LLC 3Y 7Y 4.92% Pflug Koory, LLC 3Y 7Y 4.49% Jones Kertz & Associates, Inc. 4.25% Viewpoint Capital Management LLC 3Y 4.24% Sentry LLC 4.21%

FAQ About Fairfield Financial Advisors, LTD and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fairfield Financial Advisors, LTD reported owning CAT?

Fairfield Financial Advisors, LTD reported CAT across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CAT position in Fairfield Financial Advisors, LTD's portfolio?

The largest reported portfolio weight for CAT was 1.98% in 2026 Q1.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2026 Q1, when Fairfield Financial Advisors, LTD reported 8,104 shares, equal to 1.98% of portfolio, with an estimated market value of $5.7M.

What does the chart on this CAT ownership page compare?

The chart compares Fairfield Financial Advisors, LTD's quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fairfield Financial Advisors, LTD time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, Fairfield Financial Advisors, LTD correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on CAT relative to SPY over the holding period was +48.0%.

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