APFP
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Action Point Financial Planning’s Caterpillar CAT Stock Holding History

Action Point Financial Planning’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 		$3.25M Buy
3,064
+2,384
+351% +$2.09M 0.33% 65
2026
Q1 		$482K Buy
+680
New +$471K 0.43% 40

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Action Point Financial Planning's CAT Position: Q2 2026 in Review

Action Point Financial Planning increased its Caterpillar (CAT) stake by 351% in Q2 2026, buying an estimated $2.09M and bringing the position to 3,064 shares worth $3.25M. The position accounts for 0.33% of the portfolio, ranked #65.

Action Point Financial Planning first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,025 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Action Point Financial Planning held 3,064 shares of Caterpillar worth $3.25M as of Q2 2026.
  • Action Point Financial Planning bought 2,384 Caterpillar shares in Q2 2026, an estimated $2.09M.
  • Caterpillar made up 0.33% of Action Point Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Action Point Financial Planning first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,025 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.