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Retirement Planning Company of New England’s Caterpillar CAT Stock Holding History

Retirement Planning Company of New England’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 		$2.22M Sell
2,086
-119
-5% -$105K 0.8% 32
2026
Q1 		$1.56M Buy
2,205
+49
+2% +$33.9K 0.64% 38
2025
Q4 		$1.23M Sell
2,156
-255
-11% -$142K 0.5% 53
2025
Q3 		$1.15M Buy
2,411
+73
+3% +$31.2K 0.46% 58
2025
Q2 		$908K Buy
2,338
+3
+0.1% +$1K 0.4% 66
2025
Q1 		$770K Buy
2,335
+21
+0.9% +$7.48K 0.38% 79
2024
Q4 		$840K Sell
2,314
-59
-2% -$22.9K 0.41% 67
2024
Q3 		$928K Buy
2,373
+152
+7% +$52.5K 0.46% 60
2024
Q2 		$740K Sell
2,221
-109
-5% -$37.8K 0.4% 70
2024
Q1 		$854K Sell
2,330
-4,413
-65% -$1.41M 0.47% 67
2023
Q4 		$1.99M Buy
6,743
+324
+5% +$84K 0.9% 28
2023
Q3 		$1.75M Buy
6,419
+3,054
+91% +$828K 0.98% 25
2023
Q2 		$828K Sell
3,365
-3
-0.1% -$669 0.48% 68
2023
Q1 		$771K Sell
3,368
-14
-0.4% -$3.38K 0.47% 71
2022
Q4 		$810K Buy
3,382
+10
+0.3% +$2.18K 0.53% 63
2022
Q3 		$553K Buy
3,372
+30
+0.9% +$5.48K 0.4% 82
2022
Q2 		$597K Sell
3,342
-108
-3% -$22.8K 0.41% 80
2022
Q1 		$768K Buy
3,450
+197
+6% +$41.3K 0.43% 72
2021
Q4 		$672K Buy
+3,253
New +$655K 0.33% 84

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

Retirement Planning Company of New England's CAT Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Caterpillar (CAT) stake by 5.4% in Q2 2026, selling an estimated $105K and leaving 2,086 shares worth $2.22M. The position accounts for 0.8% of the portfolio, ranked #32.

Retirement Planning Company of New England first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Retirement Planning Company of New England held 2,086 shares of Caterpillar worth $2.22M as of Q2 2026.
  • Retirement Planning Company of New England sold 119 Caterpillar shares in Q2 2026, an estimated $105K.
  • Caterpillar made up 0.8% of Retirement Planning Company of New England's portfolio in Q2 2026, its #32 holding.
  • Retirement Planning Company of New England first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.