VBFP
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Valtinson Bruner Financial Planning’s Caterpillar CAT Stock Holding History

Valtinson Bruner Financial 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 		$710K Buy
666
+10
+2% +$8.79K 0.18% 67
2026
Q1 		$465K Buy
656
+36
+6% +$24.9K 0.13% 88
2025
Q4 		$355K Sell
620
-15
-2% -$8.34K 0.1% 103
2025
Q3 		$303K Hold
635
– – 0.09% 118
2025
Q2 		$246K Sell
635
-20
-3% -$6.67K 0.08% 130
2025
Q1 		$216K Sell
655
-25
-4% -$8.9K 0.07% 135
2024
Q4 		$247K Buy
680
+5
+0.7% +$1.94K 0.09% 127
2024
Q3 		$264K Sell
675
-2
-0.3% -$691 0.09% 116
2024
Q2 		$225K Buy
677
+9
+1% +$3.12K 0.09% 114
2024
Q1 		$245K Buy
+668
New +$213K 0.1% 105

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

Valtinson Bruner Financial Planning's CAT Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $8.79K and bringing the position to 666 shares worth $710K. The position accounts for 0.18% of the portfolio, ranked #67.

Valtinson Bruner Financial Planning first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Valtinson Bruner Financial Planning held 666 shares of Caterpillar worth $710K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.18% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Valtinson Bruner Financial Planning first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.