SPWM
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Spartan Planning & Wealth Management’s Caterpillar CAT Stock Holding History

Spartan Planning & Wealth Management’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 		$1.19M Sell
1,119
-73
-6% -$64.1K 0.79% 30
2026
Q1 		$845K Buy
1,192
+209
+21% +$145K 0.62% 27
2025
Q4 		$563K Buy
983
+117
+14% +$65K 0.42% 38
2025
Q3 		$413K Sell
866
-26
-3% -$11.1K 0.32% 49
2025
Q2 		$346K Buy
+892
New +$297K 0.3% 58
2023
Q4 		$203K Sell
686
-94
-12% -$24.4K 0.22% 55
2023
Q3 		$213K Buy
+780
New +$212K 0.25% 58
2022
Q4 		$219K Buy
915
+913
+45,650% +$199K 0.27% 57
2022
Q3 		$0 Hold
2
– – ﹤0.01% 78
2022
Q2 		$0 Sell
2
-1,241
-100% -$262K ﹤0.01% 99
2022
Q1 		$277K Buy
+1,243
New +$261K 0.35% 39

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

Spartan Planning & Wealth Management's CAT Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Caterpillar (CAT) stake by 6.1% in Q2 2026, selling an estimated $64.1K and leaving 1,119 shares worth $1.19M. The position accounts for 0.79% of the portfolio, ranked #30.

Spartan Planning & Wealth Management first reported a position in CAT in Q1 2022 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Spartan Planning & Wealth Management held 1,119 shares of Caterpillar worth $1.19M as of Q2 2026.
  • Spartan Planning & Wealth Management sold 73 Caterpillar shares in Q2 2026, an estimated $64.1K.
  • Caterpillar made up 0.79% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Spartan Planning & Wealth Management first reported a position in Caterpillar in Q1 2022 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.