Tempus Wealth Planning’s Caterpillar CAT Stock Holding History

Tempus Wealth 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	$247K	Buy	+232	New	+$204K	0.05%	250
2023 Q3	–	Sell	-5,300	Closed	-$1.3M	–	171
2023 Q2	$1.3M	Hold	5,300	–	–	0.59%	46
2023 Q1	$1.21M	Hold	5,300	–	–	0.59%	44
2022 Q4	$1.27M	Sell	5,300 -343	-6%	-$74.7K	0.77%	32
2022 Q3	$926K	Buy	5,643 +15	+0.3%	+$2.74K	0.62%	45
2022 Q2	$1.01M	Sell	5,628 -18	-0.3%	-$3.79K	0.83%	32
2022 Q1	$1.26M	Buy	5,646 +346	+7%	+$72.6K	0.89%	30
2021 Q4	$1.1M	Hold	5,300	–	–	0.59%	50
2021 Q3	$1.02M	Hold	5,300	–	–	0.58%	49
2021 Q2	$1.15M	Hold	5,300	–	–	0.77%	34
2021 Q1	$1.23M	Hold	5,300	–	–	1.3%	21
2020 Q4	$965K	Hold	5,300	–	–	1.24%	14
2020 Q3	$790K	Hold	5,300	–	–	1.14%	16
2020 Q2	$670K	Hold	5,300	–	–	1%	21
2020 Q1	$615K	Buy	5,300 +500	+10%	+$63.9K	1.01%	18
2019 Q4	$709K	Buy	+4,800	New	+$670K	0.63%	24

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

Tempus Wealth Planning's CAT Position: Q2 2026 in Review

Tempus Wealth Planning opened a new position in Caterpillar (CAT) in Q2 2026: 232 shares worth $247K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings. This is a return to the name: Tempus Wealth Planning previously reported a position in CAT as recently as Q2 2023.

Tempus Wealth Planning first reported a position in CAT in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.3M in Q2 2023. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Tempus Wealth Planning held 232 shares of Caterpillar worth $247K as of Q2 2026.
Caterpillar was a new Tempus Wealth Planning position in Q2 2026.
Caterpillar made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #250 holding.
Tempus Wealth Planning first reported a position in Caterpillar in Q4 2019 and has held it in 16 quarters since.
Tempus Wealth Planning's Caterpillar position peaked at $1.3M in Q2 2023.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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