Estate Planners Group’s Caterpillar CAT Stock Holding History

Estate Planners Group’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	$602K	Hold	565	–	–	0.27%	40
2026 Q1	$400K	Sell	565 -3	-0.5%	-$2.08K	0.19%	46
2025 Q4	$325K	Buy	+568	New	+$316K	0.14%	49

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Estate Planners Group's CAT Position: Q2 2026 in Review

Estate Planners Group held its Caterpillar (CAT) position steady in Q2 2026 at 565 shares worth $602K. The position accounts for 0.27% of the portfolio, ranked #40.

Estate Planners Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Estate Planners Group held 565 shares of Caterpillar worth $602K as of Q2 2026.
Estate Planners Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.27% of Estate Planners Group's portfolio in Q2 2026, its #40 holding.
Estate Planners Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.