Avantax Planning Partners’s Caterpillar CAT Stock Holding History

Avantax Planning Partners’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	$7.43M	Buy	6,977 +127	+2%	+$112K	0.18%	81
2026 Q1	$4.85M	Buy	6,850 +1	+0%	+$693	0.13%	96
2025 Q4	$3.92M	Buy	6,849 +513	+8%	+$285K	0.11%	100
2025 Q3	$3.02M	Sell	6,336 -86	-1%	-$36.7K	0.09%	109
2025 Q2	$2.49M	Buy	6,422 +16	+0.2%	+$5.33K	0.08%	120
2025 Q1	$2.11M	Buy	6,406 +139	+2%	+$49.5K	0.07%	123
2024 Q4	$2.27M	Sell	6,267 -235	-4%	-$91.1K	0.08%	118
2024 Q3	$2.54M	Sell	6,502 -379	-6%	-$131K	0.09%	117
2024 Q2	$2.29M	Sell	6,881 -437	-6%	-$152K	0.07%	132
2024 Q1	$2.68M	Buy	7,318 +600	+9%	+$192K	0.09%	128
2023 Q4	$1.99M	Sell	6,718 -100	-1%	-$25.9K	0.08%	113
2023 Q3	$1.86M	Buy	6,818 +93	+1%	+$25.2K	0.08%	109
2023 Q2	$1.65M	Sell	6,725 -319	-5%	-$71.1K	0.07%	118
2023 Q1	$1.61M	Buy	7,044 +231	+3%	+$55.8K	0.07%	124
2022 Q4	$1.63M	Buy	6,813 +28	+0.4%	+$6.09K	0.06%	119
2022 Q3	$1.11M	Sell	6,785 -10,910	-62%	-$1.99M	0.05%	133
2022 Q2	$3.16M	Sell	17,695 -347	-2%	-$73.1K	0.14%	80
2022 Q1	$4.02M	Sell	18,042 -313	-2%	-$65.6K	0.16%	68
2021 Q4	$3.79M	Buy	18,355 +546	+3%	+$110K	0.16%	64
2021 Q3	$3.42M	Buy	17,809 +102	+0.6%	+$21.2K	0.16%	57
2021 Q2	$3.85M	Sell	17,707 -760	-4%	-$176K	0.18%	45
2021 Q1	$4.28M	Buy	18,467 +309	+2%	+$64K	0.22%	36
2020 Q4	$3.31M	Sell	18,158 -3	-0%	-$509	0.17%	44
2020 Q3	$2.71M	Buy	18,161 +2,337	+15%	+$328K	0.14%	61
2020 Q2	$2M	Buy	15,824 +737	+5%	+$87.4K	0.11%	75
2020 Q1	$1.75M	Sell	15,087 -106	-0.7%	-$13.5K	0.12%	67
2019 Q4	$2.24M	Sell	15,193 -783	-5%	-$109K	0.13%	64
2019 Q3	$2.02M	Buy	15,976 +215	+1%	+$27.3K	0.12%	70
2019 Q2	$2.13M	Sell	15,761 -1,424	-8%	-$188K	0.14%	64
2019 Q1	$2.33M	Sell	17,185 -1,204	-7%	-$160K	0.16%	57
2018 Q4	$2.34M	Buy	18,389 +13,968	+316%	+$1.82M	0.18%	55
2018 Q3	$674K	Buy	4,421 +258	+6%	+$36.5K	0.05%	117
2018 Q2	$565K	Sell	4,163 -247	-6%	-$36.9K	0.05%	126
2018 Q1	$649K	Sell	4,410 -3,940	-47%	-$622K	0.06%	145
2017 Q4	$1.32M	Sell	8,350 -2,809	-25%	-$390K	0.12%	77
2017 Q3	$1.39M	Sell	11,159 -3,174	-22%	-$366K	0.11%	87
2017 Q2	$1.54M	Buy	14,333 +4,406	+44%	+$448K	0.13%	77
2017 Q1	$921K	Buy	9,927 +5,150	+108%	+$488K	0.08%	114
2016 Q4	$443K	Buy	+4,777	New	+$433K	0.05%	176

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners's CAT Position: Q2 2026 in Review

Avantax Planning Partners increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $112K and bringing the position to 6,977 shares worth $7.43M. The position accounts for 0.18% of the portfolio, ranked #81.

Avantax Planning Partners first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Avantax Planning Partners held 6,977 shares of Caterpillar worth $7.43M as of Q2 2026.
Avantax Planning Partners bought 127 Caterpillar shares in Q2 2026, an estimated $112K.
Caterpillar made up 0.18% of Avantax Planning Partners's portfolio in Q2 2026, its #81 holding.
Avantax Planning Partners first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.