Creative Planning’s Caterpillar CAT Stock Holding History

Creative Planning’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
2022 Q3	–	Sell	-300	Closed	-$11K	–	2337
2022 Q2	$11K	Buy	+300	New	+$63.2K	﹤0.01%	2188
2021 Q1	–	Sell	-300	Closed	-$26K	–	2620
2020 Q4	$26K	Hold	300	–	–	﹤0.01%	2162
2020 Q3	$16K	Hold	300	–	–	﹤0.01%	1999
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	1879
2020 Q1	$8K	Buy	+300	New	+$38.3K	﹤0.01%	1780
2019 Q4	–	Sell	-800	Closed	-$15K	–	2016
2019 Q3	$15K	Buy	800 +100	+14%	+$12.7K	﹤0.01%	1877
2019 Q2	$26K	Hold	700	–	–	﹤0.01%	1869
2019 Q1	$25K	Hold	700	–	–	﹤0.01%	1828
2018 Q4	$19K	Buy	+700	New	+$91.1K	﹤0.01%	1792
2016 Q2	–	Sell	-700	Closed	-$2K	–	4362
2016 Q1	$2K	Buy	+700	New	+$46.9K	﹤0.01%	3925

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's CAT Position: Q1 2026 in Review

Creative Planning increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $6.75M and bringing the position to 365,769 shares worth $259M. The position accounts for 0.18% of the portfolio, ranked #60.

Creative Planning first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Creative Planning held 365,769 shares of Caterpillar worth $259M as of Q1 2026.
Creative Planning bought 9,750 Caterpillar shares in Q1 2026, an estimated $6.75M.
Caterpillar made up 0.18% of Creative Planning's portfolio in Q1 2026, its #60 holding.
Creative Planning first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.