Spectrum Planning & Advisory Services’s Caterpillar CAT Stock Holding History

Spectrum Planning & Advisory Services’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	$360K	Sell	338 -478	-59%	-$420K	0.16%	77
2026 Q1	$578K	Sell	816 -37	-4%	-$25.6K	0.29%	53
2025 Q4	$489K	Sell	853 -3	-0.4%	-$1.67K	0.25%	62
2025 Q3	$408K	Sell	856 -250	-23%	-$107K	0.23%	66
2025 Q2	$429K	Buy	+1,106	New	+$369K	0.28%	58

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Spectrum Planning & Advisory Services's CAT Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Caterpillar (CAT) stake by 59% in Q2 2026, selling an estimated $420K and leaving 338 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #77.

Spectrum Planning & Advisory Services first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $578K in Q1 2026. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Spectrum Planning & Advisory Services held 338 shares of Caterpillar worth $360K as of Q2 2026.
Spectrum Planning & Advisory Services sold 478 Caterpillar shares in Q2 2026, an estimated $420K.
Caterpillar made up 0.16% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #77 holding.
Spectrum Planning & Advisory Services first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's Caterpillar position peaked at $578K in Q1 2026.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.