Meredith Wealth Planning’s Caterpillar CAT Stock Holding History

Meredith Wealth 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	$1.02M	Sell	958 -22	-2%	-$19.3K	0.24%	36
2026 Q1	$694K	Hold	980	–	–	0.19%	40
2025 Q4	$561K	Sell	980 -200	-17%	-$111K	0.17%	41
2025 Q3	$563K	Hold	1,180	–	–	0.18%	40
2025 Q2	$458K	Hold	1,180	–	–	0.17%	40
2025 Q1	$389K	Hold	1,180	–	–	0.17%	37
2024 Q4	$428K	Hold	1,180	–	–	0.19%	36
2024 Q3	$462K	Hold	1,180	–	–	0.22%	35
2024 Q2	$393K	Hold	1,180	–	–	0.21%	34
2024 Q1	$432K	Sell	1,180 -189	-14%	-$60.4K	0.24%	31
2023 Q4	$405K	Sell	1,369 -200	-13%	-$51.9K	0.25%	31
2023 Q3	$428K	Sell	1,569 -11	-0.7%	-$2.98K	0.32%	27
2023 Q2	$389K	Hold	1,580	–	–	0.32%	27
2023 Q1	$362K	Buy	1,580 +125	+9%	+$30.2K	0.29%	33
2022 Q4	$349K	Buy	+1,455	New	+$317K	0.3%	32

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meredith Wealth Planning's CAT Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $19.3K and leaving 958 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #36.

Meredith Wealth Planning first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Meredith Wealth Planning held 958 shares of Caterpillar worth $1.02M as of Q2 2026.
Meredith Wealth Planning sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
Caterpillar made up 0.24% of Meredith Wealth Planning's portfolio in Q2 2026, its #36 holding.
Meredith Wealth Planning first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.