FWP
CAT icon

Falcon Wealth Planning’s Caterpillar CAT Stock Holding History

Falcon Wealth 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 		$1.05M Buy
989
+54
+6% +$47.4K 0.07% 93
2026
Q1 		$662K Buy
935
+412
+79% +$285K 0.05% 116
2025
Q4 		$300K Buy
+523
New +$291K 0.03% 166

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

Falcon Wealth Planning's CAT Position: Q2 2026 in Review

Falcon Wealth Planning increased its Caterpillar (CAT) stake by 5.8% in Q2 2026, buying an estimated $47.4K and bringing the position to 989 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #93.

Falcon Wealth Planning first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Falcon Wealth Planning held 989 shares of Caterpillar worth $1.05M as of Q2 2026.
  • Falcon Wealth Planning bought 54 Caterpillar shares in Q2 2026, an estimated $47.4K.
  • Caterpillar made up 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #93 holding.
  • Falcon Wealth Planning first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.