WealthPLAN Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Buy |
1,869
+192
| +11% | +$169K | 0.38% | 65 |
|
|
2026
Q1 | $1.19M | Buy |
1,677
+53
| +3% | +$36.7K | 0.23% | 105 |
|
|
2025
Q4 | $930K | Sell |
1,624
-27
| -2% | -$15K | 0.14% | 137 |
|
|
2025
Q3 | $788K | Buy |
1,651
+549
| +50% | +$234K | 0.12% | 143 |
|
|
2025
Q2 | $428K | Sell |
1,102
-2
| -0.2% | -$667 | 0.07% | 178 |
|
|
2025
Q1 | $364K | Sell |
1,104
-170
| -13% | -$60.6K | 0.05% | 197 |
|
|
2024
Q4 | $462K | Buy |
1,274
+115
| +10% | +$44.6K | 0.07% | 175 |
|
|
2024
Q3 | $453K | Sell |
1,159
-5,244
| -82% | -$1.81M | 0.06% | 185 |
|
|
2024
Q2 | $2.13M | Hold |
6,403
| – | – | 0.23% | 105 |
|
|
2024
Q1 | $2.35M | Sell |
6,403
-1
| -0% | -$320 | 0.24% | 104 |
|
|
2023
Q4 | $1.89M | Buy |
6,404
+27
| +0.4% | +$7K | 0.19% | 118 |
|
|
2023
Q3 | $1.74M | Buy |
6,377
+184
| +3% | +$49.9K | 0.2% | 113 |
|
|
2023
Q2 | $1.52M | Sell |
6,193
-426
| -6% | -$95K | 0.22% | 110 |
|
|
2023
Q1 | $1.51M | Sell |
6,619
-1,211
| -15% | -$293K | 0.17% | 116 |
|
|
2022
Q4 | $1.91M | Buy |
+7,830
| New | +$1.7M | 0.13% | 123 |
|
|
2022
Q1 | $1.61M | Buy |
7,665
+68
| +0.9% | +$14.3K | 0.11% | 129 |
|
|
2021
Q4 | $1.53M | Sell |
7,597
-394
| -5% | -$79.3K | 0.1% | 141 |
|
|
2021
Q3 | $1.63M | Buy |
7,991
+391
| +5% | +$81.4K | 0.11% | 133 |
|
|
2021
Q2 | $1.69M | Sell |
7,600
-16
| -0.2% | -$3.69K | 0.12% | 118 |
|
|
2021
Q1 | $1.78M | Sell |
7,616
-1,666
| -18% | -$345K | 0.14% | 111 |
|
|
2020
Q4 | $1.78M | Buy |
9,282
+266
| +3% | +$45.1K | 0.15% | 103 |
|
|
2020
Q3 | $1.52M | Buy |
9,016
+4
| +0% | +$562 | 0.15% | 102 |
|
|
2020
Q2 | $1.27M | Buy |
9,012
+2,342
| +35% | +$278K | 0.13% | 103 |
|
|
2020
Q1 | $708K | Buy |
6,670
+4,980
| +295% | +$636K | 0.09% | 126 |
|
|
2019
Q4 | $236K | Buy |
1,690
+132
| +8% | +$18.4K | 0.03% | 222 |
|
|
2019
Q3 | $225K | Buy |
+1,558
| New | +$198K | 0.03% | 217 |
|
|
2018
Q4 | – | Sell |
-1,640
| Closed | -$200K | – | 259 |
|
|
2018
Q3 | $200K | Sell |
1,640
-591
| -26% | -$83.6K | 0.04% | 239 |
|
|
2018
Q2 | $303K | Buy |
2,231
+238
| +12% | +$35.6K | 0.06% | 188 |
|
|
2018
Q1 | $293K | Sell |
1,993
-35
| -2% | -$5.53K | 0.06% | 214 |
|
|
2017
Q4 | $320K | Buy |
2,028
+163
| +9% | +$22.6K | 0.09% | 152 |
|
|
2017
Q3 | $233K | Buy |
+1,865
| New | +$215K | 0.07% | 166 |
|
|
2017
Q2 | – | Sell |
-144
| Closed | -$13.6K | – | 212 |
|
|
2017
Q1 | $13.6K | Buy |
+144
| New | +$13.6K | 0.05% | 228 |
|
|
2016
Q3 | $157K | Sell |
1,791
-1,870
| -51% | -$153K | 0.05% | 174 |
|
|
2016
Q2 | $182K | Buy |
+3,661
| New | +$274K | 0.02% | 409 |
|
|
2015
Q4 | $120K | Buy |
+3,656
| New | +$256K | 0.02% | 370 |
|
|
2015
Q2 | $96K | Buy |
1,136
+219
| +24% | +$18.8K | 0.04% | 128 |
|
|
2015
Q1 | $73K | Buy |
+917
| New | +$76.2K | 0.03% | 203 |
|
Other funds holding CAT
ECSS
MG
SMDAM
WealthPLAN Partners's CAT Position: Q2 2026 in Review
WealthPLAN Partners increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $169K and bringing the position to 1,869 shares worth $1.99M. The position accounts for 0.38% of the portfolio, ranked #65.
WealthPLAN Partners first reported a position in CAT in Q1 2015 and has held it in 37 quarters since. The position peaked at $2.35M in Q1 2024. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- WealthPLAN Partners held 1,869 shares of Caterpillar worth $1.99M as of Q2 2026.
- WealthPLAN Partners bought 192 Caterpillar shares in Q2 2026, an estimated $169K.
- Caterpillar made up 0.38% of WealthPLAN Partners's portfolio in Q2 2026, its #65 holding.
- WealthPLAN Partners first reported a position in Caterpillar in Q1 2015 and has held it in 37 quarters since.
- WealthPLAN Partners's Caterpillar position peaked at $2.35M in Q1 2024.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.