EFP
CAT icon

Elser Financial Planning’s Caterpillar CAT Stock Holding History

Elser Financial 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 		$850K Sell
798
-481
-38% -$423K 0.04% 55
2026
Q1 		$920K Hold
1,279
– – 0.04% 50
2025
Q4 		$733K Sell
1,279
-51
-4% -$28.3K 0.53% 26
2025
Q3 		$652K Buy
1,330
+39
+3% +$16.6K 0.79% 26
2025
Q2 		$501K Sell
1,291
-35
-3% -$11.7K 0.63% 32
2025
Q1 		$437K Sell
1,326
-8
-0.6% -$2.85K 0.61% 32
2024
Q4 		$484K Buy
1,334
+19
+1% +$7.37K 0.03% 59
2024
Q3 		$514K Buy
1,315
+15
+1% +$5.18K 0.75% 25
2024
Q2 		$433K Buy
+1,300
New +$451K 0.07% 60

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Elser Financial Planning's CAT Position: Q2 2026 in Review

Elser Financial Planning reduced its Caterpillar (CAT) stake by 38% in Q2 2026, selling an estimated $423K and leaving 798 shares worth $850K. The position accounts for 0.04% of the portfolio, ranked #55.

Elser Financial Planning first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $920K in Q1 2026. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Elser Financial Planning held 798 shares of Caterpillar worth $850K as of Q2 2026.
  • Elser Financial Planning sold 481 Caterpillar shares in Q2 2026, an estimated $423K.
  • Caterpillar made up 0.04% of Elser Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Elser Financial Planning first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • Elser Financial Planning's Caterpillar position peaked at $920K in Q1 2026.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.