Essential Planning’s Caterpillar CAT Stock Holding History

Essential 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
2025 Q1	–	Sell	-1,690	Closed	-$655K	–	106
2024 Q4	$655K	Buy	+1,690	New	+$655K	﹤0.01%	252

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's CAT Position: Q1 2025 in Review

Essential Planning sold out of Caterpillar (CAT) in Q1 2025, closing a stake of 1,690 shares — an estimated $655K sold.

Essential Planning first reported a position in CAT in Q4 2024 and held it in 1 quarter. The position peaked at $655K in Q4 2024. 2,896 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

Essential Planning reported no remaining Caterpillar position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 1,690 Caterpillar shares in Q1 2025, an estimated $655K.
Essential Planning first reported a position in Caterpillar in Q4 2024 and held it in 1 quarter.
Essential Planning's Caterpillar position peaked at $655K in Q4 2024.
2,896 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.