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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spartan Planning & Wealth Management's CAT Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its Caterpillar (CAT) stake by 21% in Q1 2026, buying an estimated $145K and bringing the position to 1,192 shares worth $845K. The position accounts for 0.62% of the portfolio, ranked #27.

Spartan Planning & Wealth Management first reported a position in CAT in Q1 2022 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Spartan Planning & Wealth Management held 1,192 shares of Caterpillar worth $845K as of Q1 2026.
Spartan Planning & Wealth Management bought 209 Caterpillar shares in Q1 2026, an estimated $145K.
Caterpillar made up 0.62% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #27 holding.
Spartan Planning & Wealth Management first reported a position in Caterpillar in Q1 2022 and has held it in 10 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.