Sequent Planning’s Caterpillar CAT Stock Holding History

Sequent Planning’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	$284K	Sell	266 -19	-7%	-$16.7K	0.06%	227
2026 Q1	$202K	Buy	+285	New	+$197K	0.05%	241

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sequent Planning's CAT Position: Q2 2026 in Review

Sequent Planning reduced its Caterpillar (CAT) stake by 6.7% in Q2 2026, selling an estimated $16.7K and leaving 266 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #227.

Sequent Planning first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Sequent Planning held 266 shares of Caterpillar worth $284K as of Q2 2026.
Sequent Planning sold 19 Caterpillar shares in Q2 2026, an estimated $16.7K.
Caterpillar made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #227 holding.
Sequent Planning first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.