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Planning Capital Management Corporation’s Caterpillar CAT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$1.26M Buy
3,218
+1,801
+127% +$622K 0.83% 33
2024
Q2 		$472K Buy
1,417
+1,278
+919% +$443K 0.33% 53
2024
Q1 		$50.8K Buy
139
+24
+21% +$7.67K 0.04% 186
2023
Q4 		$34K Buy
+115
New +$29.8K 0.03% 221

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Capital Management Corporation's CAT Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Caterpillar (CAT) stake by 127% in Q3 2024, buying an estimated $622K and bringing the position to 3,218 shares worth $1.26M. The position accounts for 0.83% of the portfolio, ranked #33.

Planning Capital Management Corporation first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. 2,829 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Planning Capital Management Corporation held 3,218 shares of Caterpillar worth $1.26M as of Q3 2024.
  • Planning Capital Management Corporation bought 1,801 Caterpillar shares in Q3 2024, an estimated $622K.
  • Caterpillar made up 0.83% of Planning Capital Management Corporation's portfolio in Q3 2024, its #33 holding.
  • Planning Capital Management Corporation first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.