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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Planning's CAT Position: Q1 2026 in Review

Holistic Planning increased its Caterpillar (CAT) stake by 5.5% in Q1 2026, buying an estimated $31.9K and bringing the position to 890 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #153.

Holistic Planning first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Holistic Planning held 890 shares of Caterpillar worth $631K as of Q1 2026.
  • Holistic Planning bought 46 Caterpillar shares in Q1 2026, an estimated $31.9K.
  • Caterpillar made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #153 holding.
  • Holistic Planning first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.