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Plan A Wealth’s Caterpillar CAT Stock Holding History

Plan A Wealth’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
Q3 		$358K Sell
442
-53
-11% -$45K 0.13% 108
2026
Q2 		$527K Sell
495
-20
-4% -$17.6K 0.22% 76
2026
Q1 		$365K Sell
515
-73
-12% -$50.6K 0.17% 102
2025
Q4 		$337K Sell
588
-46
-7% -$25.6K 0.16% 110
2025
Q3 		$303K Buy
634
+35
+6% +$14.9K 0.15% 115
2025
Q2 		$233K Buy
+599
New +$200K 0.13% 129

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Plan A Wealth's CAT Position: Q3 2026 in Review

Plan A Wealth reduced its Caterpillar (CAT) stake by 11% in Q3 2026, selling an estimated $45K and leaving 442 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #108.

Plan A Wealth first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $527K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Plan A Wealth held 442 shares of Caterpillar worth $358K as of Q3 2026.
  • Plan A Wealth sold 53 Caterpillar shares in Q3 2026, an estimated $45K.
  • Caterpillar made up 0.13% of Plan A Wealth's portfolio in Q3 2026, its #108 holding.
  • Plan A Wealth first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Caterpillar position peaked at $527K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.