Walled Lake Planning & Wealth Management’s Caterpillar CAT Stock Holding History

Walled Lake Planning & Wealth Management’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	$254K	Buy	+239	New	+$210K	0.06%	126
2022 Q1	–	Sell	-15,319	Closed	-$3.17M	–	91
2021 Q4	$3.17M	Sell	15,319 -143	-0.9%	-$28.8K	1.84%	25
2021 Q3	$2.97M	Buy	15,462 +19	+0.1%	+$3.96K	1.83%	24
2021 Q2	$3.36M	Sell	15,443 -58	-0.4%	-$13.4K	2.19%	19
2021 Q1	$3.59M	Sell	15,501 -190	-1%	-$39.3K	2.49%	18
2020 Q4	$2.86M	Sell	15,691 -15,396	-50%	-$2.61M	2.17%	19
2020 Q3	$4.64M	Sell	31,087 -427	-1%	-$60K	3.76%	8
2020 Q2	$3.99M	Sell	31,514 -688	-2%	-$81.6K	3.34%	13
2020 Q1	$3.74M	Sell	32,202 -779	-2%	-$99.5K	3.42%	15
2019 Q4	$4.87M	Buy	+32,981	New	+$4.6M	3.51%	10

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CAT Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 239 shares worth $254K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings. This is a return to the name: Walled Lake Planning & Wealth Management previously reported a position in CAT as recently as Q4 2021.

Walled Lake Planning & Wealth Management first reported a position in CAT in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.87M in Q4 2019. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Walled Lake Planning & Wealth Management held 239 shares of Caterpillar worth $254K as of Q2 2026.
Caterpillar was a new Walled Lake Planning & Wealth Management position in Q2 2026.
Caterpillar made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #126 holding.
Walled Lake Planning & Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 10 quarters since.
Walled Lake Planning & Wealth Management's Caterpillar position peaked at $4.87M in Q4 2019.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.