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PDS Planning’s Caterpillar CAT Stock Holding History

PDS 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 		$3.23M Buy
3,032
+102
+3% +$89.6K 0.19% 65
2026
Q1 		$2.08M Sell
2,930
-11
-0.4% -$7.62K 0.14% 74
2025
Q4 		$1.68M Buy
2,941
+30
+1% +$16.7K 0.11% 85
2025
Q3 		$1.39M Buy
2,911
+47
+2% +$20.1K 0.1% 96
2025
Q2 		$1.11M Buy
2,864
+321
+13% +$107K 0.08% 113
2025
Q1 		$839K Buy
2,543
+173
+7% +$61.6K 0.07% 127
2024
Q4 		$860K Sell
2,370
-32
-1% -$12.4K 0.08% 109
2024
Q3 		$940K Buy
2,402
+159
+7% +$54.9K 0.08% 103
2024
Q2 		$747K Buy
2,243
+20
+0.9% +$6.93K 0.08% 114
2024
Q1 		$814K Buy
2,223
+108
+5% +$34.5K 0.09% 102
2023
Q4 		$625K Sell
2,115
-128
-6% -$33.2K 0.07% 116
2023
Q3 		$612K Buy
2,243
+39
+2% +$10.6K 0.08% 107
2023
Q2 		$542K Buy
2,204
+119
+6% +$26.5K 0.07% 122
2023
Q1 		$477K Buy
2,085
+371
+22% +$89.7K 0.07% 126
2022
Q4 		$411K Buy
1,714
+153
+10% +$33.3K 0.07% 116
2022
Q3 		$256K Sell
1,561
-1
-0.1% -$183 0.05% 153
2022
Q2 		$279K Buy
1,562
+99
+7% +$20.9K 0.05% 153
2022
Q1 		$326K Buy
1,463
+211
+17% +$44.3K 0.06% 135
2021
Q4 		$259K Sell
1,252
-68
-5% -$13.7K 0.05% 155
2021
Q3 		$253K Buy
1,320
+221
+20% +$46K 0.06% 151
2021
Q2 		$239K Buy
1,099
+42
+4% +$9.7K 0.06% 154
2021
Q1 		$245K Buy
+1,057
New +$219K 0.07% 131

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

PDS Planning's CAT Position: Q2 2026 in Review

PDS Planning increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $89.6K and bringing the position to 3,032 shares worth $3.23M. The position accounts for 0.19% of the portfolio, ranked #65.

PDS Planning first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PDS Planning held 3,032 shares of Caterpillar worth $3.23M as of Q2 2026.
  • PDS Planning bought 102 Caterpillar shares in Q2 2026, an estimated $89.6K.
  • Caterpillar made up 0.19% of PDS Planning's portfolio in Q2 2026, its #65 holding.
  • PDS Planning first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.