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
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 $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

Consolidated Planning Corp's CAT Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Caterpillar (CAT) stake by 97% in Q1 2026, selling an estimated $11.8M and leaving 564 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #103.

Consolidated Planning Corp first reported a position in CAT in Q3 2021 and has held it in 17 quarters since. The position peaked at $13.6M in Q3 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Consolidated Planning Corp held 564 shares of Caterpillar worth $400K as of Q1 2026.
  • Consolidated Planning Corp sold 17,106 Caterpillar shares in Q1 2026, an estimated $11.8M.
  • Caterpillar made up 0.06% of Consolidated Planning Corp's portfolio in Q1 2026, its #103 holding.
  • Consolidated Planning Corp first reported a position in Caterpillar in Q3 2021 and has held it in 17 quarters since.
  • Consolidated Planning Corp's Caterpillar position peaked at $13.6M in Q3 2024.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.