Superior Planning, LLC’s Caterpillar CAT Stock Holding History

Superior Planning, LLC’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 Q3	$474K	Buy	+584	New	+$495K	0.2%	104

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Superior Planning, LLC's CAT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 584 shares worth $474K. The stake represents 0.2% of the portfolio and ranks #104 among its holdings.

3,004 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Superior Planning, LLC held 584 shares of Caterpillar worth $474K as of Q3 2026.
Caterpillar was a new Superior Planning, LLC position in Q3 2026.
Caterpillar made up 0.2% of Superior Planning, LLC's portfolio in Q3 2026, its #104 holding.
3,004 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.