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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Planned Solutions's CAT Position: Q2 2026 in Review

Planned Solutions increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,385 shares worth $1.47M. The position accounts for 0.42% of the portfolio, ranked #33.

Planned Solutions first reported a position in CAT in Q3 2020 and has held it in 13 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Planned Solutions held 1,385 shares of Caterpillar worth $1.47M as of Q2 2026.
Planned Solutions bought 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.42% of Planned Solutions's portfolio in Q2 2026, its #33 holding.
Planned Solutions first reported a position in Caterpillar in Q3 2020 and has held it in 13 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.