CPC
CAT icon

CFC Planning Company’s Caterpillar CAT Stock Holding History

CFC Planning Company’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 		$733K Sell
1,035
-5,531
-84% -$3.83M 0.52% 47
2025
Q4 		$3.76M Buy
6,566
+251
+4% +$140K 2.86% 10
2025
Q3 		$3.01M Buy
6,315
+333
+6% +$142K 2.47% 10
2025
Q2 		$2.32M Buy
5,982
+784
+15% +$261K 2.19% 14
2025
Q1 		$1.71M Buy
5,198
+357
+7% +$127K 1.83% 22
2024
Q4 		$1.76M Buy
+4,841
New +$1.88M 1.88% 26

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

CFC Planning Company's CAT Position: Q1 2026 in Review

CFC Planning Company reduced its Caterpillar (CAT) stake by 84% in Q1 2026, selling an estimated $3.83M and leaving 1,035 shares worth $733K. The position accounts for 0.52% of the portfolio, ranked #47.

CFC Planning Company first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.76M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • CFC Planning Company held 1,035 shares of Caterpillar worth $733K as of Q1 2026.
  • CFC Planning Company sold 5,531 Caterpillar shares in Q1 2026, an estimated $3.83M.
  • Caterpillar made up 0.52% of CFC Planning Company's portfolio in Q1 2026, its #47 holding.
  • CFC Planning Company first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • CFC Planning Company's Caterpillar position peaked at $3.76M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.