Center for Financial Planning’s Caterpillar CAT Stock Holding History

Center for 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	$374K	Hold	351	–	–	0.03%	128
2026 Q1	$249K	Sell	351 -13	-4%	-$9K	0.03%	153
2025 Q4	$209K	Buy	364 +14	+4%	+$7.78K	0.02%	170
2025 Q3	$167K	Hold	350	–	–	0.02%	183
2025 Q2	$136K	Hold	350	–	–	0.02%	189
2025 Q1	$115K	Hold	350	–	–	0.01%	191
2024 Q4	$127K	Hold	350	–	–	0.02%	180
2024 Q3	$137K	Hold	350	–	–	0.02%	165
2024 Q2	$117K	Hold	350	–	–	0.02%	171
2024 Q1	$128K	Buy	350 +100	+40%	+$32K	0.02%	167
2023 Q4	$73.9K	Hold	250	–	–	0.01%	185
2023 Q3	$68.3K	Hold	250	–	–	0.01%	188
2023 Q2	$61.5K	Hold	250	–	–	0.01%	198
2023 Q1	$57.2K	Hold	250	–	–	0.01%	199
2022 Q4	$59.9K	Hold	250	–	–	0.01%	202
2022 Q3	$41K	Hold	250	–	–	0.01%	228
2022 Q2	$45K	Hold	250	–	–	0.01%	226
2022 Q1	$56K	Hold	250	–	–	0.01%	219
2021 Q4	$52K	Hold	250	–	–	0.01%	221
2021 Q3	$48K	Hold	250	–	–	0.01%	222
2021 Q2	$54K	Hold	250	–	–	0.01%	214
2021 Q1	$58K	Hold	250	–	–	0.02%	201
2020 Q4	$46K	Hold	250	–	–	0.01%	209
2020 Q3	$37K	Hold	250	–	–	0.01%	211
2020 Q2	$32K	Sell	250 -103	-29%	-$12.2K	0.01%	218
2020 Q1	$41K	Sell	353 -395	-53%	-$50.5K	0.01%	184
2019 Q4	$110K	Buy	+748	New	+$104K	0.03%	135

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Center for Financial Planning's CAT Position: Q2 2026 in Review

Center for Financial Planning held its Caterpillar (CAT) position steady in Q2 2026 at 351 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #128.

Center for Financial Planning first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 1,370 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Center for Financial Planning held 351 shares of Caterpillar worth $374K as of Q2 2026.
Center for Financial Planning left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #128 holding.
Center for Financial Planning first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
1,370 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.