DRP
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Decker Retirement Planning’s Caterpillar CAT Stock Holding History

Decker Retirement 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
2026
Q2 		$28.8K Buy
27
+22
+440% +$19.3K 0.01% 152
2026
Q1 		$3.54K Hold
5
– – ﹤0.01% 213
2025
Q4 		$2.86K Buy
+5
New +$2.78K ﹤0.01% 200
2025
Q1 		– Sell
-49
Closed -$17.8K – 275
2024
Q4 		$17.8K Buy
+49
New +$19K 0.01% 198

Other funds holding CAT

New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Decker Retirement Planning's CAT Position: Q2 2026 in Review

Decker Retirement Planning increased its Caterpillar (CAT) stake by 440% in Q2 2026, buying an estimated $19.3K and bringing the position to 27 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #152.

Decker Retirement Planning first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Decker Retirement Planning held 27 shares of Caterpillar worth $28.8K as of Q2 2026.
  • Decker Retirement Planning bought 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
  • Caterpillar made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #152 holding.
  • Decker Retirement Planning first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.