CPL
CAT icon

Capital & Planning LLC’s Caterpillar CAT Stock Holding History

Capital & 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
Q1 		$4.92M Buy
+6,947
New +$4.81M 2.99% 10
2025
Q4 		– Sell
-7,037
Closed -$3.36M – 11
2025
Q3 		$3.36M Sell
7,037
-8
-0.1% -$3.42K 2.07% 15
2025
Q2 		$2.73M Sell
7,045
-74
-1% -$24.7K 1.86% 15
2025
Q1 		$2.35M Buy
7,119
+395
+6% +$141K 1.74% 14
2024
Q4 		$2.44M Buy
+6,724
New +$2.61M 1.78% 14

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital & Planning LLC's CAT Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Caterpillar (CAT) in Q1 2026: 6,947 shares worth $4.92M. The stake represents 2.99% of the portfolio and ranks #10 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in CAT as recently as Q3 2025.

Capital & Planning LLC first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Capital & Planning LLC held 6,947 shares of Caterpillar worth $4.92M as of Q1 2026.
  • Caterpillar was a new Capital & Planning LLC position in Q1 2026.
  • Caterpillar made up 2.99% of Capital & Planning LLC's portfolio in Q1 2026, its #10 holding.
  • Capital & Planning LLC first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.