Consolidated Planning Corp
CAT icon

Consolidated Planning Corp’s Caterpillar CAT Stock Holding History

Consolidated Planning Corp’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 		$3.97M Buy
4,893
+4,329
+768% +$3.67M 0.54% 29
2026
Q2 		$601K Hold
564
– – 0.08% 94
2026
Q1 		$400K Sell
564
-17,106
-97% -$11.8M 0.06% 103
2025
Q4 		$10.1M Sell
17,670
-1,127
-6% -$626K 1.02% 22
2025
Q3 		$8.97M Buy
18,797
+5,938
+46% +$2.54M 0.95% 25
2025
Q2 		$4.99M Sell
12,859
-10,785
-46% -$3.59M 0.63% 54
2025
Q1 		$7.8M Sell
23,644
-11,528
-33% -$4.11M 1.07% 25
2024
Q4 		$12.8M Buy
35,172
+505
+1% +$196K 1.74% 14
2024
Q3 		$13.6M Sell
34,667
-949
-3% -$328K 2.02% 11
2024
Q2 		$11.9M Buy
35,616
+8,503
+31% +$2.95M 1.96% 12
2024
Q1 		$9.9M Buy
27,113
+127
+0.5% +$40.6K 1.7% 12
2023
Q4 		$7.98M Buy
26,986
+243
+0.9% +$63K 1.49% 18
2023
Q3 		$7.3M Buy
26,743
+210
+0.8% +$57K 1.62% 15
2023
Q2 		$6.53M Buy
26,533
+437
+2% +$97.4K 1.37% 17
2023
Q1 		$5.97M Sell
26,096
-4,200
-14% -$1.02M 1.55% 13
2022
Q4 		$7.26M Buy
30,296
+595
+2% +$130K 2.01% 11
2022
Q3 		$4.87M Buy
29,701
+738
+3% +$135K 1.52% 18
2022
Q2 		$5.18M Buy
+28,963
New +$6.1M 1.62% 14
2021
Q4 		– Sell
-270
Closed -$52K – 123
2021
Q3 		$52K Buy
+270
New +$56.2K 0.03% 163

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consolidated Planning Corp's CAT Position: Q3 2026 in Review

Consolidated Planning Corp increased its Caterpillar (CAT) stake by 768% in Q3 2026, buying an estimated $3.67M and bringing the position to 4,893 shares worth $3.97M. The position accounts for 0.54% of the portfolio, ranked #29.

Consolidated Planning Corp first reported a position in CAT in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.6M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Consolidated Planning Corp held 4,893 shares of Caterpillar worth $3.97M as of Q3 2026.
  • Consolidated Planning Corp bought 4,329 Caterpillar shares in Q3 2026, an estimated $3.67M.
  • Caterpillar made up 0.54% of Consolidated Planning Corp's portfolio in Q3 2026, its #29 holding.
  • Consolidated Planning Corp first reported a position in Caterpillar in Q3 2021 and has held it in 19 quarters since.
  • Consolidated Planning Corp's Caterpillar position peaked at $13.6M in Q3 2024.
  • 1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.