BPI
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BFC Planning, Inc.’s Caterpillar CAT Stock Holding History

BFC Planning, 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
Q2 		$9.17M Buy
8,610
+1,235
+17% +$1.08M 0.37% 50
2026
Q1 		$5.22M Sell
7,375
-110
-1% -$76.2K 0.23% 85
2025
Q4 		$4.29M Buy
7,485
+1,079
+17% +$600K 0.19% 108
2025
Q3 		$3.06M Buy
6,406
+342
+6% +$146K 0.22% 89
2025
Q2 		$2.35M Sell
6,064
-180
-3% -$60K 0.18% 103
2025
Q1 		$2.06M Sell
6,244
-281
-4% -$100K 0.18% 107
2024
Q4 		$2.37M Buy
+6,525
New +$2.53M 0.2% 94

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BFC Planning, Inc.'s CAT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $1.08M and bringing the position to 8,610 shares worth $9.17M. The position accounts for 0.37% of the portfolio, ranked #50.

BFC Planning, Inc. first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,080 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BFC Planning, Inc. held 8,610 shares of Caterpillar worth $9.17M as of Q2 2026.
  • BFC Planning, Inc. bought 1,235 Caterpillar shares in Q2 2026, an estimated $1.08M.
  • Caterpillar made up 0.37% of BFC Planning, Inc.'s portfolio in Q2 2026, its #50 holding.
  • BFC Planning, Inc. first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,080 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.