Welch Financial Planning
CAT icon

Welch Financial Planning’s Caterpillar CAT Stock Holding History

Welch 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
Q3 		$437K Buy
538
+135
+33% +$114K 0.25% 49
2026
Q2 		$429K Buy
+403
New +$354K 0.25% 50

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Welch Financial Planning's CAT Position: Q3 2026 in Review

Welch Financial Planning increased its Caterpillar (CAT) stake by 33% in Q3 2026, buying an estimated $114K and bringing the position to 538 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #49.

Welch Financial Planning first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Welch Financial Planning held 538 shares of Caterpillar worth $437K as of Q3 2026.
  • Welch Financial Planning bought 135 Caterpillar shares in Q3 2026, an estimated $114K.
  • Caterpillar made up 0.25% of Welch Financial Planning's portfolio in Q3 2026, its #49 holding.
  • Welch Financial Planning first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.