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Planning Alternatives’s Caterpillar CAT Stock Holding History

Planning Alternatives’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 		$1.91M Buy
1,798
+24
+1% +$21.1K 0.21% 31
2026
Q1 		$1.26M Buy
1,774
+297
+20% +$206K 0.16% 36
2025
Q4 		$846K Buy
1,477
+50
+4% +$27.8K 0.11% 45
2025
Q3 		$681K Buy
1,427
+53
+4% +$22.6K 0.09% 47
2025
Q2 		$533K Buy
1,374
+7
+0.5% +$2.33K 0.07% 50
2025
Q1 		$451K Buy
1,367
+378
+38% +$135K 0.07% 48
2024
Q4 		$359K Buy
989
+2
+0.2% +$776 0.06% 46
2024
Q3 		$386K Buy
987
+2
+0.2% +$691 0.06% 44
2024
Q2 		$328K Buy
+985
New +$342K 0.05% 43
2013
Q4 		– Sell
-3,500
Closed -$292K – 40
2013
Q3 		$292K Sell
3,500
-2,000
-36% -$169K 0.14% 18
2013
Q2 		$454K Buy
+5,500
New +$468K 0.26% 14

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

Planning Alternatives's CAT Position: Q2 2026 in Review

Planning Alternatives increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,798 shares worth $1.91M. The position accounts for 0.21% of the portfolio, ranked #31.

Planning Alternatives first reported a position in CAT in Q2 2013 and has held it in 11 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Planning Alternatives held 1,798 shares of Caterpillar worth $1.91M as of Q2 2026.
  • Planning Alternatives bought 24 Caterpillar shares in Q2 2026, an estimated $21.1K.
  • Caterpillar made up 0.21% of Planning Alternatives's portfolio in Q2 2026, its #31 holding.
  • Planning Alternatives first reported a position in Caterpillar in Q2 2013 and has held it in 11 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.