Planned Solutions’s Caterpillar CAT Stock Holding History

Planned Solutions’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	$1.12M	Hold	1,385	–	–	0.31%	41
2026 Q2	$1.47M	Buy	1,385 +23	+2%	+$20.2K	0.42%	33
2026 Q1	$965K	Sell	1,362 -253	-16%	-$175K	0.32%	40
2025 Q4	$925K	Buy	1,615 +675	+72%	+$375K	0.3%	39
2025 Q3	$449K	Buy	940 +296	+46%	+$126K	0.15%	72
2025 Q2	$250K	Sell	644 -19	-3%	-$6.33K	0.1%	100
2025 Q1	$219K	Hold	663	–	–	0.09%	106
2024 Q4	$241K	Buy	663 +4	+0.6%	+$1.55K	0.1%	93
2024 Q3	$258K	Hold	659	–	–	0.1%	90
2024 Q2	$220K	Hold	659	–	–	0.11%	87
2024 Q1	$241K	Buy	659 +88	+15%	+$28.1K	0.12%	77
2023 Q4	$169K	Buy	+571	New	+$148K	0.08%	106
2021 Q1	–	Sell	-500	Closed	-$91K	–	113
2020 Q4	$91K	Hold	500	–	–	0.07%	111
2020 Q3	$75K	Buy	+500	New	+$70.2K	0.07%	104

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Planned Solutions's CAT Position: Q3 2026 in Review

Planned Solutions held its Caterpillar (CAT) position steady in Q3 2026 at 1,385 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #41.

Planned Solutions first reported a position in CAT in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.47M in Q2 2026. 781 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Planned Solutions held 1,385 shares of Caterpillar worth $1.12M as of Q3 2026.
Planned Solutions left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.31% of Planned Solutions's portfolio in Q3 2026, its #41 holding.
Planned Solutions first reported a position in Caterpillar in Q3 2020 and has held it in 14 quarters since.
Planned Solutions's Caterpillar position peaked at $1.47M in Q2 2026.
781 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.