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Planning Directions’s Caterpillar CAT Stock Holding History

Planning Directions’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 		$503K Hold
472
– – 0.23% 57
2026
Q1 		$334K Buy
472
+1
+0.2% +$693 0.17% 72
2025
Q4 		$270K Buy
471
+1
+0.2% +$556 0.14% 77
2025
Q3 		$224K Buy
+470
New +$201K 0.12% 86
2024
Q3 		– Sell
-637
Closed -$212K – 82
2024
Q2 		$212K Buy
637
+2
+0.3% +$693 0.14% 69
2024
Q1 		$233K Buy
+635
New +$203K 0.16% 67

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 Directions's CAT Position: Q2 2026 in Review

Planning Directions held its Caterpillar (CAT) position steady in Q2 2026 at 472 shares worth $503K. The position accounts for 0.23% of the portfolio, ranked #57.

Planning Directions first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Planning Directions held 472 shares of Caterpillar worth $503K as of Q2 2026.
  • Planning Directions left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.23% of Planning Directions's portfolio in Q2 2026, its #57 holding.
  • Planning Directions first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.