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Phillips Wealth Planners’s Caterpillar CAT Stock Holding History

Phillips Wealth Planners’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 		$747K Sell
795
-16
-2% -$14.1K 0.55% 52
2026
Q1 		$752K Sell
811
-112
-12% -$77.6K 0.57% 48
2025
Q4 		$596K Sell
923
-121
-12% -$67.3K 0.48% 64
2025
Q3 		$517K Buy
1,044
+16
+2% +$6.83K 0.43% 73
2025
Q2 		$405K Buy
1,028
+22
+2% +$7.33K 0.37% 93
2025
Q1 		$295K Buy
1,006
+196
+24% +$69.8K 0.31% 110
2024
Q4 		$284K Sell
810
-25
-3% -$9.7K 0.28% 124
2024
Q3 		$329K Buy
835
+169
+25% +$58.4K 0.31% 117
2024
Q2 		$219K Buy
666
+60
+10% +$20.8K 0.23% 161
2024
Q1 		$218K Buy
+606
New +$194K 0.25% 159

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

Phillips Wealth Planners's CAT Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $14.1K and leaving 795 shares worth $747K. The position accounts for 0.55% of the portfolio, ranked #52.

Phillips Wealth Planners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $752K in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Phillips Wealth Planners held 795 shares of Caterpillar worth $747K as of Q2 2026.
  • Phillips Wealth Planners sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
  • Caterpillar made up 0.55% of Phillips Wealth Planners's portfolio in Q2 2026, its #52 holding.
  • Phillips Wealth Planners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • Phillips Wealth Planners's Caterpillar position peaked at $752K in Q1 2026.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.