Cornerstone Planning Group’s Caterpillar CAT Stock Holding History

Cornerstone Planning Group’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	$277K	Sell	311 -32	-9%	-$28.1K	0.03%	139
2026 Q1	$310K	Buy	343 +58	+20%	+$40.2K	0.04%	126
2025 Q4	$183K	Sell	285 -25	-8%	-$13.9K	0.03%	146
2025 Q3	$181K	Buy	310 +85	+38%	+$36.3K	0.03%	141
2025 Q2	$97.9K	Sell	225 -204	-48%	-$68K	0.02%	144
2025 Q1	$127K	Buy	429 +217	+102%	+$77.3K	0.03%	123
2024 Q4	$83.5K	Buy	212 +6	+3%	+$2.33K	0.02%	125
2024 Q3	$80K	Sell	206 -19	-8%	-$6.56K	0.02%	133
2024 Q2	$71K	Sell	225 -18	-7%	-$6.24K	0.02%	162
2024 Q1	$81.8K	Sell	243 -44	-15%	-$14.1K	0.03%	127
2023 Q4	$84.8K	Sell	287 -20	-7%	-$5.19K	0.03%	132
2023 Q3	$83.8K	Sell	307 -7	-2%	-$1.9K	0.03%	124
2023 Q2	$77.3K	Buy	+314	New	+$70K	0.03%	163
2022 Q4	$84.7K	Buy	+344	New	+$74.9K	0.04%	182

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Planning Group's CAT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Caterpillar (CAT) stake by 9.3% in Q2 2026, selling an estimated $28.1K and leaving 311 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #139.

Cornerstone Planning Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $310K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cornerstone Planning Group held 311 shares of Caterpillar worth $277K as of Q2 2026.
Cornerstone Planning Group sold 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
Caterpillar made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #139 holding.
Cornerstone Planning Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Caterpillar position peaked at $310K in Q1 2026.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.