Planning Strategies
CAT icon

Planning Strategies’s Caterpillar CAT Stock Holding History

Planning Strategies’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
Q3 		$49.5K Buy
61
+3
+5% +$2.54K 0.03% 162
2026
Q2 		$61.8K Buy
+58
New +$51K 0.04% 142

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Planning Strategies's CAT Position: Q3 2026 in Review

Planning Strategies increased its Caterpillar (CAT) stake by 5.2% in Q3 2026, buying an estimated $2.54K and bringing the position to 61 shares worth $49.5K. The position accounts for 0.03% of the portfolio, ranked #162.

Planning Strategies first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $61.8K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Planning Strategies held 61 shares of Caterpillar worth $49.5K as of Q3 2026.
  • Planning Strategies bought 3 Caterpillar shares in Q3 2026, an estimated $2.54K.
  • Caterpillar made up 0.03% of Planning Strategies's portfolio in Q3 2026, its #162 holding.
  • Planning Strategies first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Caterpillar position peaked at $61.8K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.