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Next Level Wealth Planning’s Caterpillar CAT Stock Holding History

Next Level 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 		$671K Hold
630
– – 0.3% 29
2026
Q1 		$446K Hold
630
– – 0.23% 38
2025
Q4 		$361K Hold
630
– – 0.19% 41
2025
Q3 		$301K Buy
630
+30
+5% +$12.8K 0.17% 42
2025
Q2 		$233K Sell
600
-12
-2% -$4K 0.15% 47
2025
Q1 		$202K Buy
612
+12
+2% +$4.27K 0.15% 47
2024
Q4 		$218K Buy
+600
New +$233K 0.17% 40

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

Next Level Wealth Planning's CAT Position: Q2 2026 in Review

Next Level Wealth Planning held its Caterpillar (CAT) position steady in Q2 2026 at 630 shares worth $671K. The position accounts for 0.3% of the portfolio, ranked #29.

Next Level Wealth Planning first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Next Level Wealth Planning held 630 shares of Caterpillar worth $671K as of Q2 2026.
  • Next Level Wealth Planning left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.3% of Next Level Wealth Planning's portfolio in Q2 2026, its #29 holding.
  • Next Level Wealth Planning first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.