CPC
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
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 		$9.94M 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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Consolidated Planning Corp's CAT Position: Q2 2026 in Review

Consolidated Planning Corp held its Caterpillar (CAT) position steady in Q2 2026 at 564 shares worth $601K. The position accounts for 0.08% of the portfolio, ranked #94.

Consolidated Planning Corp first reported a position in CAT in Q3 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q3 2024. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Consolidated Planning Corp held 564 shares of Caterpillar worth $601K as of Q2 2026.
  • Consolidated Planning Corp left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.08% of Consolidated Planning Corp's portfolio in Q2 2026, its #94 holding.
  • Consolidated Planning Corp first reported a position in Caterpillar in Q3 2021 and has held it in 18 quarters since.
  • Consolidated Planning Corp's Caterpillar position peaked at $13.6M in Q3 2024.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.