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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
Q2 		$61.8K Buy
+58
New +$51K 0.04% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's CAT Position: Q2 2026 in Review

Planning Strategies opened a new position in Caterpillar (CAT) in Q2 2026: 58 shares worth $61.8K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings.

3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Planning Strategies held 58 shares of Caterpillar worth $61.8K as of Q2 2026.
  • Caterpillar was a new Planning Strategies position in Q2 2026.
  • Caterpillar made up 0.04% of Planning Strategies's portfolio in Q2 2026, its #142 holding.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.