CPA
CAT icon

Capital Planning Advisors’s Caterpillar CAT Stock Holding History

Capital Planning Advisors’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
Q1 		$967K Sell
1,365
-1,007
-42% -$697K 0.14% 80
2025
Q4 		$1.36M Sell
2,372
-196
-8% -$109K 0.18% 77
2025
Q3 		$1.23M Sell
2,568
-100
-4% -$42.7K 0.17% 79
2025
Q2 		$1.04M Hold
2,668
– – 0.15% 75
2025
Q1 		$880K Hold
2,668
– – 0.14% 80
2024
Q4 		$968K Buy
2,668
+2
+0.1% +$776 0.15% 80
2024
Q3 		$1.04M Buy
2,666
+5
+0.2% +$1.73K 0.16% 73
2024
Q2 		$886K Buy
2,661
+329
+14% +$114K 0.15% 79
2024
Q1 		$855K Buy
2,332
+26
+1% +$8.31K 0.15% 78
2023
Q4 		$682K Buy
2,306
+169
+8% +$43.8K 0.13% 83
2023
Q3 		$583K Sell
2,137
-155
-7% -$42K 0.12% 85
2023
Q2 		$564K Buy
2,292
+171
+8% +$38.1K 0.11% 90
2023
Q1 		$485K Buy
2,121
+10
+0.5% +$2.42K 0.1% 91
2022
Q4 		$506K Buy
2,111
+37
+2% +$8.05K 0.12% 88
2022
Q3 		$340K Sell
2,074
-284
-12% -$51.9K 0.09% 97
2022
Q2 		$422K Buy
2,358
+72
+3% +$15.2K 0.11% 93
2022
Q1 		$509K Buy
2,286
+120
+6% +$25.2K 0.11% 103
2021
Q4 		$448K Hold
2,166
– – 0.09% 110
2021
Q3 		$416K Hold
2,166
– – 0.09% 112
2021
Q2 		$471K Buy
2,166
+991
+84% +$229K 0.1% 108
2021
Q1 		$272K Buy
+1,175
New +$243K 0.06% 117

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Planning Advisors's CAT Position: Q1 2026 in Review

Capital Planning Advisors reduced its Caterpillar (CAT) stake by 42% in Q1 2026, selling an estimated $697K and leaving 1,365 shares worth $967K. The position accounts for 0.14% of the portfolio, ranked #80.

Capital Planning Advisors first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.36M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Capital Planning Advisors held 1,365 shares of Caterpillar worth $967K as of Q1 2026.
  • Capital Planning Advisors sold 1,007 Caterpillar shares in Q1 2026, an estimated $697K.
  • Caterpillar made up 0.14% of Capital Planning Advisors's portfolio in Q1 2026, its #80 holding.
  • Capital Planning Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • Capital Planning Advisors's Caterpillar position peaked at $1.36M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.