Financial Life Planners’s Caterpillar CAT Stock Holding History

Financial Life Planners’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	$796K	Buy	747 +556	+291%	+$488K	0.51%	22
2026 Q1	$135K	Buy	+191	New	+$132K	0.1%	72
2025 Q4	–	Sell	-230	Closed	-$110K	–	103
2025 Q3	$110K	Buy	+230	New	+$98.2K	0.07%	87
2025 Q1	–	Sell	-228	Closed	-$82.9K	–	133
2024 Q4	$82.9K	Buy	+228	New	+$88.4K	0.07%	88

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Financial Life Planners's CAT Position: Q2 2026 in Review

Financial Life Planners increased its Caterpillar (CAT) stake by 291% in Q2 2026, buying an estimated $488K and bringing the position to 747 shares worth $796K. The position accounts for 0.51% of the portfolio, ranked #22.

Financial Life Planners first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. 1,947 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Financial Life Planners held 747 shares of Caterpillar worth $796K as of Q2 2026.
Financial Life Planners bought 556 Caterpillar shares in Q2 2026, an estimated $488K.
Caterpillar made up 0.51% of Financial Life Planners's portfolio in Q2 2026, its #22 holding.
Financial Life Planners first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
1,947 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.