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WealthPlan Investment Management’s Caterpillar CAT Stock Holding History

WealthPlan Investment 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 		$12.9M Sell
12,152
-1,618
-12% -$1.42M 0.64% 42
2026
Q1 		$9.76M Buy
13,770
+3,849
+39% +$2.67M 0.54% 49
2025
Q4 		$5.68M Buy
9,921
+4,458
+82% +$2.48M 0.36% 76
2025
Q3 		$2.61M Sell
5,463
-529
-9% -$226K 0.17% 110
2025
Q2 		$2.33M Sell
5,992
-108
-2% -$36K 0.17% 116
2025
Q1 		$2.01M Hold
6,100
– – 0.2% 99
2024
Q4 		$2.21M Sell
6,100
-41
-0.7% -$15.9K 0.22% 97
2024
Q3 		$2.4M Buy
6,141
+5,251
+590% +$1.81M 0.24% 94
2024
Q2 		$297K Sell
890
-116
-12% -$40.2K 0.04% 151
2024
Q1 		$369K Buy
1,006
+116
+13% +$37.1K 0.06% 139
2023
Q4 		$263K Hold
890
– – 0.04% 162
2023
Q3 		$243K Buy
890
+300
+51% +$81.4K 0.04% 157
2023
Q2 		$145K Sell
590
-300
-34% -$66.9K 0.04% 139
2023
Q1 		$204K Sell
890
-6,940
-89% -$1.68M 0.04% 159
2022
Q4 		$1.94M Buy
7,830
+633
+9% +$138K 0.14% 123
2022
Q3 		$1.65M Buy
+7,197
New +$1.31M 0.12% 128
2022
Q1 		$1.61M Buy
+7,665
New +$1.61M 0.11% 129

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WealthPlan Investment Management's CAT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $1.42M and leaving 12,152 shares worth $12.9M. The position accounts for 0.64% of the portfolio, ranked #42.

WealthPlan Investment Management first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • WealthPlan Investment Management held 12,152 shares of Caterpillar worth $12.9M as of Q2 2026.
  • WealthPlan Investment Management sold 1,618 Caterpillar shares in Q2 2026, an estimated $1.42M.
  • Caterpillar made up 0.64% of WealthPlan Investment Management's portfolio in Q2 2026, its #42 holding.
  • WealthPlan Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.