XY Planning Network
CAT icon

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
Q3 		$930K Buy
1,147
+86
+8% +$72.9K 0.1% 163
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

XY Planning Network's CAT Position: Q3 2026 in Review

XY Planning Network increased its Caterpillar (CAT) stake by 8.1% in Q3 2026, buying an estimated $72.9K and bringing the position to 1,147 shares worth $930K. The position accounts for 0.1% of the portfolio, ranked #163.

XY Planning Network first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • XY Planning Network held 1,147 shares of Caterpillar worth $930K as of Q3 2026.
  • XY Planning Network bought 86 Caterpillar shares in Q3 2026, an estimated $72.9K.
  • Caterpillar made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #163 holding.
  • XY Planning Network first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's Caterpillar position peaked at $1.13M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.