XY Planning Network’s Caterpillar CAT Stock Holding History

XY Planning Network’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	$1.13M	Sell	1,061 -195	-16%	-$171K	0.14%	133
2026 Q1	$917K	Buy	1,256 +188	+18%	+$130K	0.15%	132
2025 Q4	$612K	Buy	1,068 +342	+47%	+$190K	0.11%	156
2025 Q3	$282K	Hold	726	–	–	0.1%	149
2025 Q2	$282K	Buy	+726	New	+$242K	0.1%	149

Other funds holding CAT

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

XY Planning Network's CAT Position: Q2 2026 in Review

XY Planning Network reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $171K and leaving 1,061 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #133.

XY Planning Network first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

XY Planning Network held 1,061 shares of Caterpillar worth $1.13M as of Q2 2026.
XY Planning Network sold 195 Caterpillar shares in Q2 2026, an estimated $171K.
Caterpillar made up 0.14% of XY Planning Network's portfolio in Q2 2026, its #133 holding.
XY Planning Network first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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