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Plancorp LLC’s Caterpillar CAT Stock Holding History

Plancorp LLC’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 		$3.33M Buy
3,570
+777
+28% +$683K 0.08% 104
2026
Q1 		$2.21M Buy
2,793
+16
+0.6% +$11.1K 0.06% 104
2025
Q4 		$1.59M Buy
2,777
+15
+0.5% +$8.34K 0.05% 123
2025
Q3 		$1.32M Sell
2,762
-26
-0.9% -$11.1K 0.04% 135
2025
Q2 		$1.08M Buy
2,788
+188
+7% +$62.7K 0.04% 145
2025
Q1 		$858K Buy
2,600
+145
+6% +$51.6K 0.03% 157
2024
Q4 		$891K Buy
2,455
+512
+26% +$199K 0.04% 139
2024
Q3 		$760K Sell
1,943
-28
-1% -$9.67K 0.03% 153
2024
Q2 		$657K Buy
1,971
+32
+2% +$11.1K 0.03% 151
2024
Q1 		$711K Buy
1,939
+114
+6% +$36.4K 0.03% 148
2023
Q4 		$540K Buy
1,825
+53
+3% +$13.7K 0.03% 152
2023
Q3 		$484K Buy
1,772
+245
+16% +$66.5K 0.03% 152
2023
Q2 		$376K Buy
1,527
+57
+4% +$12.7K 0.02% 173
2023
Q1 		$336K Sell
1,470
-66
-4% -$16K 0.02% 182
2022
Q4 		$368K Sell
1,536
-14
-0.9% -$3.05K 0.02% 172
2022
Q3 		$254K Sell
1,550
-36
-2% -$6.58K 0.02% 198
2022
Q2 		$283K Sell
1,586
-7
-0.4% -$1.48K 0.02% 188
2022
Q1 		$355K Sell
1,593
-431
-21% -$90.4K 0.02% 173
2021
Q4 		$419K Buy
2,024
+345
+21% +$69.5K 0.03% 160
2021
Q3 		$322K Buy
1,679
+151
+10% +$31.4K 0.02% 175
2021
Q2 		$332K Sell
1,528
-20
-1% -$4.62K 0.03% 165
2021
Q1 		$359K Buy
1,548
+11
+0.7% +$2.28K 0.08% 147
2020
Q4 		$280K Buy
1,537
+108
+8% +$18.3K 0.07% 163
2020
Q3 		$213K Sell
1,429
-478
-25% -$67.1K 0.06% 172
2020
Q2 		$241K Buy
1,907
+32
+2% +$3.79K 0.07% 149
2020
Q1 		$218K Sell
1,875
-245
-12% -$31.3K 0.08% 152
2019
Q4 		$313K Buy
2,120
+34
+2% +$4.75K 0.1% 143
2019
Q3 		$263K Buy
2,086
+102
+5% +$13K 0.1% 149
2019
Q2 		$270K Sell
1,984
-4,079
-67% -$539K 0.11% 140
2019
Q1 		$821K Buy
6,063
+100
+2% +$13.3K 0.31% 67
2018
Q4 		$758K Buy
5,963
+31
+0.5% +$4.03K 0.34% 67
2018
Q3 		$905K Buy
5,932
+51
+0.9% +$7.21K 0.36% 64
2018
Q2 		$798K Buy
5,881
+1
+0% +$149 0.32% 70
2018
Q1 		$867K Sell
5,880
-54
-0.9% -$8.53K 0.28% 59
2017
Q4 		$935K Buy
5,934
+191
+3% +$26.5K 0.31% 59
2017
Q3 		$714K Sell
5,743
-848
-13% -$97.7K 0.21% 74
2017
Q2 		$709K Sell
6,591
-274
-4% -$27.8K 0.21% 73
2017
Q1 		$637K Buy
6,865
+105
+2% +$9.94K 0.19% 79
2016
Q4 		$627K Buy
+6,760
New +$613K 0.18% 76
2016
Q1 		– Sell
-4,080
Closed -$277K – 47
2015
Q4 		$277K Hold
4,080
– – 0.33% 60
2015
Q3 		$267K Buy
+4,080
New +$312K 0.24% 76
2015
Q2 		– Sell
-4,080
Closed -$327K – 81
2015
Q1 		$327K Buy
+4,080
New +$339K 0.33% 67
2014
Q4 		– Sell
-2,512
Closed -$249K – 73
2014
Q3 		$249K Buy
+2,512
New +$266K 0.26% 80
2014
Q2 		– Sell
-2,909
Closed -$288K – 78
2014
Q1 		$288K Buy
2,909
+277
+11% +$26.1K 0.2% 85
2013
Q4 		$239K Buy
+2,632
New +$225K 0.21% 79

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Plancorp LLC's CAT Position: Q2 2026 in Review

Plancorp LLC increased its Caterpillar (CAT) stake by 28% in Q2 2026, buying an estimated $683K and bringing the position to 3,570 shares worth $3.33M. The position accounts for 0.08% of the portfolio, ranked #104.

Plancorp LLC first reported a position in CAT in Q4 2013 and has held it in 45 quarters since. 1,202 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Plancorp LLC held 3,570 shares of Caterpillar worth $3.33M as of Q2 2026.
  • Plancorp LLC bought 777 Caterpillar shares in Q2 2026, an estimated $683K.
  • Caterpillar made up 0.08% of Plancorp LLC's portfolio in Q2 2026, its #104 holding.
  • Plancorp LLC first reported a position in Caterpillar in Q4 2013 and has held it in 45 quarters since.
  • 1,202 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.