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 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 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

Valtinson Bruner Financial Planning's CAT Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Caterpillar (CAT) stake by 5.8% in Q1 2026, buying an estimated $24.9K and bringing the position to 656 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #88.

Valtinson Bruner Financial Planning first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Valtinson Bruner Financial Planning held 656 shares of Caterpillar worth $465K as of Q1 2026.
Valtinson Bruner Financial Planning bought 36 Caterpillar shares in Q1 2026, an estimated $24.9K.
Caterpillar made up 0.13% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #88 holding.
Valtinson Bruner Financial Planning first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.