APG
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Abacus Planning Group’s Caterpillar CAT Stock Holding History

Abacus Planning Group’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
Q2 		$2.92M Sell
2,738
-222
-8% -$195K 0.36% 39
2026
Q1 		$2.1M Sell
2,960
-287
-9% -$199K 0.28% 52
2025
Q4 		$1.86M Buy
3,247
+33
+1% +$18.3K 0.25% 54
2025
Q3 		$1.53M Buy
3,214
+20
+0.6% +$8.54K 0.21% 62
2025
Q2 		$1.24M Sell
3,194
-149
-4% -$49.7K 0.18% 70
2025
Q1 		$1.1M Buy
3,343
+446
+15% +$159K 0.19% 73
2024
Q4 		$1.05M Buy
2,897
+28
+1% +$10.9K 0.18% 74
2024
Q3 		$1.12M Sell
2,869
-150
-5% -$51.8K 0.2% 70
2024
Q2 		$1.01M Buy
3,019
+251
+9% +$87K 0.2% 70
2024
Q1 		$1.01M Sell
2,768
-87
-3% -$27.8K 0.2% 69
2023
Q4 		$844K Hold
2,855
– – 0.18% 80
2023
Q3 		$779K Hold
2,855
– – 0.19% 79
2023
Q2 		$703K Buy
2,855
+1
+0% +$223 0.17% 83
2023
Q1 		$653K Hold
2,854
– – 0.17% 89
2022
Q4 		$684K Buy
2,854
+32
+1% +$6.97K 0.19% 87
2022
Q3 		$463K Sell
2,822
-235
-8% -$42.9K 0.14% 100
2022
Q2 		$546K Sell
3,057
-4
-0.1% -$843 0.16% 92
2022
Q1 		$682K Buy
3,061
+153
+5% +$32.1K 0.18% 92
2021
Q4 		$601K Buy
2,908
+160
+6% +$32.2K 0.16% 98
2021
Q3 		$528K Hold
2,748
– – 0.17% 96
2021
Q2 		$598K Buy
2,748
+163
+6% +$37.6K 0.18% 92
2021
Q1 		$599K Sell
2,585
-707
-21% -$146K 0.19% 91
2020
Q4 		$599K Sell
3,292
-195
-6% -$33.1K 0.18% 89
2020
Q3 		$520K Hold
3,487
– – 0.19% 88
2020
Q2 		$441K Buy
3,487
+559
+19% +$66.3K 0.18% 89
2020
Q1 		$340K Sell
2,928
-250
-8% -$31.9K 0.17% 99
2019
Q4 		$469K Sell
3,178
-6
-0.2% -$837 0.22% 87
2019
Q3 		$402K Buy
3,184
+6
+0.2% +$762 0.2% 95
2019
Q2 		$433K Sell
3,178
-60
-2% -$7.93K 0.26% 85
2019
Q1 		$439K Sell
3,238
-239
-7% -$31.7K 0.27% 81
2018
Q4 		$442K Hold
3,477
– – 0.34% 76
2018
Q3 		$530K Hold
3,477
– – 0.36% 63
2018
Q2 		$471K Buy
3,477
+154
+5% +$23K 0.35% 68
2018
Q1 		$490K Hold
3,323
– – 0.4% 59
2017
Q4 		$524K Buy
+3,323
New +$461K 0.53% 43

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Abacus Planning Group's CAT Position: Q2 2026 in Review

Abacus Planning Group reduced its Caterpillar (CAT) stake by 7.5% in Q2 2026, selling an estimated $195K and leaving 2,738 shares worth $2.92M. The position accounts for 0.36% of the portfolio, ranked #39.

Abacus Planning Group first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Abacus Planning Group held 2,738 shares of Caterpillar worth $2.92M as of Q2 2026.
  • Abacus Planning Group sold 222 Caterpillar shares in Q2 2026, an estimated $195K.
  • Caterpillar made up 0.36% of Abacus Planning Group's portfolio in Q2 2026, its #39 holding.
  • Abacus Planning Group first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.