HP
CAT icon

Holistic Planning’s Caterpillar CAT Stock Holding History

Holistic 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 		$1.03M Buy
966
+76
+9% +$66.8K 0.16% 129
2026
Q1 		$631K Buy
890
+46
+5% +$31.9K 0.13% 153
2025
Q4 		$484K Buy
844
+367
+77% +$204K 0.1% 164
2025
Q3 		$228K Buy
+477
New +$204K 0.06% 208

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

Holistic Planning's CAT Position: Q2 2026 in Review

Holistic Planning increased its Caterpillar (CAT) stake by 8.5% in Q2 2026, buying an estimated $66.8K and bringing the position to 966 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #129.

Holistic Planning first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Holistic Planning held 966 shares of Caterpillar worth $1.03M as of Q2 2026.
  • Holistic Planning bought 76 Caterpillar shares in Q2 2026, an estimated $66.8K.
  • Caterpillar made up 0.16% of Holistic Planning's portfolio in Q2 2026, its #129 holding.
  • Holistic Planning first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.