Financial Plan Inc’s Caterpillar CAT Stock Holding History

Financial Plan Inc’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 Q1	$3.9M	Hold	5,511	–	–	0.42%	27
2025 Q4	$3.16M	Buy	+5,511	New	+$3.06M	0.36%	30

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Financial Plan Inc's CAT Position: Q1 2026 in Review

Financial Plan Inc held its Caterpillar (CAT) position steady in Q1 2026 at 5,511 shares worth $3.9M. The position accounts for 0.42% of the portfolio, ranked #27.

Financial Plan Inc first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,745 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Financial Plan Inc held 5,511 shares of Caterpillar worth $3.9M as of Q1 2026.
Financial Plan Inc left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.42% of Financial Plan Inc's portfolio in Q1 2026, its #27 holding.
Financial Plan Inc first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,745 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.