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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
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

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

Plan A Wealth's CAT Position: Q2 2026 in Review

Plan A Wealth reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $17.6K and leaving 495 shares worth $527K. The position accounts for 0.22% of the portfolio, ranked #76.

Plan A Wealth first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Plan A Wealth held 495 shares of Caterpillar worth $527K as of Q2 2026.
  • Plan A Wealth sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.22% of Plan A Wealth's portfolio in Q2 2026, its #76 holding.
  • Plan A Wealth first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.