Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q2 2026 holdings
- Shares (Q2 2026)
- 6,983
- Value
- $7.44M
- % of portfolio
- 3.8%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,983 | $7.44M | 3.8% | +36+0.5% | Added | Holders |
| Q1 2026 | 6,947 | $4.92M | 3.0% | +6,947 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −7,037−100.0% | Sold out | Holders |
| Q3 2025 | 7,037 | $3.36M | 2.1% | −8−0.1% | Reduced | Holders |
| Q2 2025 | 7,045 | $2.73M | 1.9% | −74−1.0% | Reduced | Holders |
| Q1 2025 | 7,119 | $2.35M | 1.7% | +395+5.9% | Added | Holders |
| Q4 2024 | 6,724 | $2.44M | 1.8% | – | No prior filing | Holders |