FPH
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Financial Planning Hawaii’s Caterpillar CAT Stock Holding History

Financial Planning Hawaii’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 		$688K Sell
646
-60
-8% -$52.7K 0.37% 65
2026
Q1 		$500K Hold
706
– – 0.29% 80
2025
Q4 		$404K Buy
+706
New +$392K 0.23% 89

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Financial Planning Hawaii's CAT Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Caterpillar (CAT) stake by 8.5% in Q2 2026, selling an estimated $52.7K and leaving 646 shares worth $688K. The position accounts for 0.37% of the portfolio, ranked #65.

Financial Planning Hawaii first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,568 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Planning Hawaii held 646 shares of Caterpillar worth $688K as of Q2 2026.
  • Financial Planning Hawaii sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
  • Caterpillar made up 0.37% of Financial Planning Hawaii's portfolio in Q2 2026, its #65 holding.
  • Financial Planning Hawaii first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.