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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PDS Planning's CAT Position: Q1 2026 in Review

PDS Planning reduced its Caterpillar (CAT) stake by 0.37% in Q1 2026, selling an estimated $7.62K and leaving 2,930 shares worth $2.08M. The position accounts for 0.14% of the portfolio, ranked #74.

PDS Planning first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • PDS Planning held 2,930 shares of Caterpillar worth $2.08M as of Q1 2026.
  • PDS Planning sold 11 Caterpillar shares in Q1 2026, an estimated $7.62K.
  • Caterpillar made up 0.14% of PDS Planning's portfolio in Q1 2026, its #74 holding.
  • PDS Planning first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.