Planning Strategies Inc.’s Caterpillar CAT Stock Holding History

Planning Strategies Inc.’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	$61.8K	Buy	+58	New	+$51K	0.04%	142

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Planning Strategies Inc.'s CAT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Caterpillar (CAT) in Q2 2026: 58 shares worth $61.8K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings.

1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Planning Strategies Inc. held 58 shares of Caterpillar worth $61.8K as of Q2 2026.
Caterpillar was a new Planning Strategies Inc. position in Q2 2026.
Caterpillar made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #142 holding.
1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.