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Strategic Planning Inc’s Caterpillar CAT Stock Holding History

Strategic Planning Inc’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 		$220K Buy
+311
New +$215K 0.11% 52

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Planning Inc's CAT Position: Q1 2026 in Review

Strategic Planning Inc opened a new position in Caterpillar (CAT) in Q1 2026: 311 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #52 among its holdings.

3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Strategic Planning Inc held 311 shares of Caterpillar worth $220K as of Q1 2026.
  • Caterpillar was a new Strategic Planning Inc position in Q1 2026.
  • Caterpillar made up 0.11% of Strategic Planning Inc's portfolio in Q1 2026, its #52 holding.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.