Ignite Planners
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Ignite Planners’s Caterpillar CAT Stock Holding History

Ignite Planners’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
Q3 		$6.23M Buy
7,658
+1,095
+17% +$929K 0.81% 26
2026
Q2 		$6.99M Sell
6,563
-299
-4% -$263K 0.96% 23
2026
Q1 		$4.86M Buy
6,862
+103
+2% +$71.3K 0.75% 30
2025
Q4 		$4.44M Buy
6,759
+165
+3% +$91.7K 0.68% 33
2025
Q3 		$3.15M Sell
6,594
-178
-3% -$76K 0.52% 46
2025
Q2 		$2.8M Buy
6,772
+111
+2% +$37K 0.49% 47
2025
Q1 		$2.09M Buy
6,661
+538
+9% +$192K 0.41% 60
2024
Q4 		$2.23M Sell
6,123
-1,094
-15% -$424K 0.49% 52
2024
Q3 		$2.82M Sell
7,217
-785
-10% -$271K 0.65% 37
2024
Q2 		$2.63M Sell
8,002
-174
-2% -$60.3K 0.64% 37
2024
Q1 		$2.97M Sell
8,176
-1,251
-13% -$400K 0.83% 28
2023
Q4 		$2.76M Buy
9,427
+306
+3% +$79.4K 0.82% 27
2023
Q3 		$2.38M Sell
9,121
-685
-7% -$186K 0.73% 27
2023
Q2 		$2.4M Sell
9,806
-25
-0.3% -$5.57K 0.92% 19
2023
Q1 		$2.12M Buy
9,831
+406
+4% +$98.2K 0.87% 22
2022
Q4 		$2.49M Buy
9,425
+782
+9% +$170K 1.04% 18
2022
Q3 		$1.48M Buy
8,643
+117
+1% +$21.4K 1.18% 13
2022
Q2 		$1.54M Buy
8,526
+97
+1% +$20.4K 1.26% 12
2022
Q1 		$1.82M Buy
8,429
+385
+5% +$80.7K 1.22% 12
2021
Q4 		$1.83M Buy
+8,044
New +$1.62M 1.19% 12

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Ignite Planners's CAT Position: Q3 2026 in Review

Ignite Planners increased its Caterpillar (CAT) stake by 17% in Q3 2026, buying an estimated $929K and bringing the position to 7,658 shares worth $6.23M. The position accounts for 0.81% of the portfolio, ranked #26.

Ignite Planners first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.99M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Ignite Planners held 7,658 shares of Caterpillar worth $6.23M as of Q3 2026.
  • Ignite Planners bought 1,095 Caterpillar shares in Q3 2026, an estimated $929K.
  • Caterpillar made up 0.81% of Ignite Planners's portfolio in Q3 2026, its #26 holding.
  • Ignite Planners first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Ignite Planners's Caterpillar position peaked at $6.99M in Q2 2026.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.