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Planning Center Inc’s Caterpillar CAT Stock Holding History

Planning Center Inc’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 		$1.77M Buy
1,666
+48
+3% +$42.2K 0.17% 27
2026
Q1 		$1.15M Buy
1,618
+295
+22% +$204K 0.12% 30
2025
Q4 		$758K Sell
1,323
-44
-3% -$24.5K 0.08% 37
2025
Q3 		$652K Hold
1,367
– – 0.07% 38
2025
Q2 		$531K Buy
1,367
+44
+3% +$14.7K 0.06% 42
2025
Q1 		$436K Sell
1,323
-140
-10% -$49.9K 0.05% 47
2024
Q4 		$531K Sell
1,463
-50
-3% -$19.4K 0.07% 41
2024
Q3 		$592K Buy
1,513
+50
+3% +$17.3K 0.07% 39
2024
Q2 		$487K Hold
1,463
– – 0.06% 40
2024
Q1 		$536K Hold
1,463
– – 0.12% 33
2023
Q4 		$433K Sell
1,463
-4
-0.3% -$1.04K 0.1% 36
2023
Q3 		$400K Sell
1,467
-51
-3% -$13.8K 0.1% 36
2023
Q2 		$374K Sell
1,518
-660
-30% -$147K 0.09% 45
2023
Q1 		$483K Hold
2,178
– – 0.13% 31
2022
Q4 		$522K Buy
2,178
+425
+24% +$92.5K 0.16% 31
2022
Q3 		$315K Hold
1,753
– – 0.25% 29
2022
Q2 		$302K Buy
1,753
+184
+12% +$38.8K 0.24% 34
2022
Q1 		$350K Sell
1,569
-25
-2% -$5.24K 1.01% 26
2021
Q4 		$327K Buy
+1,594
New +$321K 0.26% 33

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Center Inc's CAT Position: Q2 2026 in Review

Planning Center Inc increased its Caterpillar (CAT) stake by 3% in Q2 2026, buying an estimated $42.2K and bringing the position to 1,666 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #27.

Planning Center Inc first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Planning Center Inc held 1,666 shares of Caterpillar worth $1.77M as of Q2 2026.
  • Planning Center Inc bought 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
  • Caterpillar made up 0.17% of Planning Center Inc's portfolio in Q2 2026, its #27 holding.
  • Planning Center Inc first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.