Peak Planning Group’s Caterpillar CAT Stock Holding History

Peak Planning Group’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	$340K	Hold	319	–	–	0.08%	95
2026 Q1	$226K	Buy	+319	New	+$221K	0.06%	111

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Peak Planning Group's CAT Position: Q2 2026 in Review

Peak Planning Group held its Caterpillar (CAT) position steady in Q2 2026 at 319 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #95.

Peak Planning Group first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Peak Planning Group held 319 shares of Caterpillar worth $340K as of Q2 2026.
Peak Planning Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of Peak Planning Group's portfolio in Q2 2026, its #95 holding.
Peak Planning Group first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.