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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $295B AUM 31.6% 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 Directions's CAT Position: Q1 2026 in Review

Planning Directions increased its Caterpillar (CAT) stake by 0.21% in Q1 2026, buying an estimated $693 and bringing the position to 472 shares worth $334K. The position accounts for 0.17% of the portfolio, ranked #72.

Planning Directions first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Planning Directions held 472 shares of Caterpillar worth $334K as of Q1 2026.
  • Planning Directions bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.17% of Planning Directions's portfolio in Q1 2026, its #72 holding.
  • Planning Directions first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.