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Retirement Planning Group (Kansas)’s Caterpillar CAT Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.63M Sell
2,466
-74
-3% -$65K 0.07% 124
2026
Q1 		$1.8M Buy
2,540
+257
+11% +$178K 0.06% 147
2025
Q4 		$1.31M Buy
2,283
+66
+3% +$36.7K 0.04% 163
2025
Q3 		$1.06M Buy
2,217
+796
+56% +$340K 0.04% 179
2025
Q2 		$551K Buy
1,421
+15
+1% +$5K 0.02% 205
2025
Q1 		$464K Sell
1,406
-174
-11% -$62K 0.02% 200
2024
Q4 		$573K Buy
1,580
+347
+28% +$135K 0.03% 177
2024
Q3 		$482K Buy
1,233
+130
+12% +$44.9K 0.03% 183
2024
Q2 		$367K Sell
1,103
-278
-20% -$96.4K 0.02% 179
2024
Q1 		$506K Hold
1,381
– – 0.04% 140
2023
Q4 		$408K Buy
1,381
+389
+39% +$101K 0.04% 126
2023
Q3 		$271K Hold
992
– – 0.03% 132
2023
Q2 		$244K Hold
992
– – 0.02% 147
2023
Q1 		$227K Hold
992
– – 0.02% 134
2022
Q4 		$238K Buy
+992
New +$216K 0.03% 124
2022
Q2 		– Sell
-992
Closed -$221K – 120
2022
Q1 		$221K Hold
992
– – 0.02% 100
2021
Q4 		$205K Buy
+992
New +$200K 0.02% 107
2015
Q3 		– Sell
-2,739
Closed -$232K – 56
2015
Q2 		$232K Sell
2,739
-531
-16% -$45.7K 0.09% 55
2015
Q1 		$262K Sell
3,270
-944
-22% -$78.4K 0.1% 54
2014
Q4 		$386K Buy
4,214
+4
+0.1% +$389 0.12% 49
2014
Q3 		$417K Sell
4,210
-204
-5% -$21.6K 0.13% 49
2014
Q2 		$480K Buy
4,414
+4
+0.1% +$420 0.15% 50
2014
Q1 		$438K Buy
4,410
+4
+0.1% +$377 0.14% 52
2013
Q4 		$400K Sell
4,406
-121
-3% -$10.3K 0.14% 53
2013
Q3 		$378K Buy
4,527
+6
+0.1% +$507 0.14% 58
2013
Q2 		$373K Buy
+4,521
New +$384K 0.15% 58

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 Group (Kansas)'s CAT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Caterpillar (CAT) stake by 2.9% in Q2 2026, selling an estimated $65K and leaving 2,466 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #124.

Retirement Planning Group (Kansas) first reported a position in CAT in Q2 2013 and has held it in 26 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,466 shares of Caterpillar worth $2.63M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 74 Caterpillar shares in Q2 2026, an estimated $65K.
  • Caterpillar made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #124 holding.
  • Retirement Planning Group (Kansas) first reported a position in Caterpillar in Q2 2013 and has held it in 26 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.