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 Q2	$429K	Buy	+403	New	+$354K	0.25%	50

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Financial Planning's CAT Position: Q2 2026 in Review

Welch Financial Planning opened a new position in Caterpillar (CAT) in Q2 2026: 403 shares worth $429K. The stake represents 0.25% of the portfolio and ranks #50 among its holdings.

2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Welch Financial Planning held 403 shares of Caterpillar worth $429K as of Q2 2026.
Caterpillar was a new Welch Financial Planning position in Q2 2026.
Caterpillar made up 0.25% of Welch Financial Planning's portfolio in Q2 2026, its #50 holding.
2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.