RPCONE
CAT icon

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
2023
Q2 		– Sell
-100
Closed -$22.9K – 230
2023
Q1 		$22.9K Hold
100
– – 0.01% 223
2022
Q4 		$24K Buy
+100
New +$21.8K 0.02% 219

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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. 3,364 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.
  • 3,364 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.