Decker Retirement Planning
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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
Q3 		– Sell
-27
Closed -$28.8K – 384
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Decker Retirement Planning's CAT Position: Q3 2026 in Review

Decker Retirement Planning sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 27 shares — an estimated $28.8K sold.

Decker Retirement Planning first reported a position in CAT in Q4 2024 and held it in 4 quarters. The position peaked at $28.8K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Decker Retirement Planning reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 27 Caterpillar shares in Q3 2026, an estimated $28.8K.
  • Decker Retirement Planning first reported a position in Caterpillar in Q4 2024 and held it in 4 quarters.
  • Decker Retirement Planning's Caterpillar position peaked at $28.8K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.