Creative Planning
CAT icon

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
2017
Q2 		– Sell
-300
Closed -$1K – 4631
2017
Q1 		$1K Buy
+300
New +$28.4K ﹤0.01% 4411
2015
Q3 		– Sell
-10,000
Closed -$112K – 4296
2015
Q2 		$112K Buy
+10,000
New +$860K ﹤0.01% 968

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

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.