Creative Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Creative Planning's CAT Position: Q2 2026 in Review
Creative Planning increased its Caterpillar (CAT) stake by 3.8% in Q2 2026, buying an estimated $12.2M and bringing the position to 379,703 shares worth $404M. The position accounts for 0.24% of the portfolio, ranked #52.
Creative Planning first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Creative Planning held 379,703 shares of Caterpillar worth $404M as of Q2 2026.
- Creative Planning bought 13,934 Caterpillar shares in Q2 2026, an estimated $12.2M.
- Caterpillar made up 0.24% of Creative Planning's portfolio in Q2 2026, its #52 holding.
- Creative Planning first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.