IP
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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
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

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

Ignite Planners's CAT Position: Q2 2026 in Review

Ignite Planners reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $263K and leaving 6,563 shares worth $6.99M. The position accounts for 0.96% of the portfolio, ranked #23.

Ignite Planners first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ignite Planners held 6,563 shares of Caterpillar worth $6.99M as of Q2 2026.
  • Ignite Planners sold 299 Caterpillar shares in Q2 2026, an estimated $263K.
  • Caterpillar made up 0.96% of Ignite Planners's portfolio in Q2 2026, its #23 holding.
  • Ignite Planners first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.