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 Q3	$799K	Sell	985 -9	-0.9%	-$7.63K	0.43%	47
2026 Q2	$1.06M	Sell	994 -41	-4%	-$36K	0.62%	43
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CFC Planning Company's CAT Position: Q3 2026 in Review

CFC Planning Company reduced its Caterpillar (CAT) stake by 0.91% in Q3 2026, selling an estimated $7.63K and leaving 985 shares worth $799K. The position accounts for 0.43% of the portfolio, ranked #47.

CFC Planning Company first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

CFC Planning Company held 985 shares of Caterpillar worth $799K as of Q3 2026.
CFC Planning Company sold 9 Caterpillar shares in Q3 2026, an estimated $7.63K.
Caterpillar made up 0.43% of CFC Planning Company's portfolio in Q3 2026, its #47 holding.
CFC Planning Company first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
CFC Planning Company's Caterpillar position peaked at $3.76M in Q4 2025.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.