SEEDPG
CAT icon

S.E.E.D. Planning Group’s Caterpillar CAT Stock Holding History

S.E.E.D. Planning Group’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 		$503K Buy
+620
New +$526K 0.12% 71
2024
Q4 		– Sell
-860
Closed -$336K – 77
2024
Q3 		$336K Hold
860
– – 0.11% 68
2024
Q2 		$286K Sell
860
-32
-4% -$11.1K 0.1% 69
2024
Q1 		$327K Buy
+892
New +$285K 0.12% 67

Other funds holding CAT

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

S.E.E.D. Planning Group's CAT Position: Q3 2026 in Review

S.E.E.D. Planning Group opened a new position in Caterpillar (CAT) in Q3 2026: 620 shares worth $503K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings. This is a return to the name: S.E.E.D. Planning Group previously reported a position in CAT as recently as Q3 2024.

S.E.E.D. Planning Group first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • S.E.E.D. Planning Group held 620 shares of Caterpillar worth $503K as of Q3 2026.
  • Caterpillar was a new S.E.E.D. Planning Group position in Q3 2026.
  • Caterpillar made up 0.12% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #71 holding.
  • S.E.E.D. Planning Group first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • 821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.