Creative Planning

CIK

1540235

City

OVERLAND PARK

State / Country

Stock

CAT — Caterpillar Inc

Top Portfolio Positions

3,003 positions · $37,906,316,210 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	12,170,899	$3,088,852,456	8.15%
NVDA	Nvidia Corp Technology	13,627,413	$2,376,620,826	6.27%
SPY	Spdr S&P 500 ETF Trust	2,956,006	$1,922,408,941	5.07%
MSFT	Microsoft Corp Technology	3,870,580	$1,432,772,598	3.78%
BRK-B	Berkshire Hathaway Inc Financial Services	2,849,844	$1,365,645,244	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	4,314,124	$898,502,605	2.37%
GOOGL	Alphabet Inc. Communication Services	2,951,228	$848,655,123	2.24%
AVGO	Broadcom Inc. Technology	1,801,894	$557,704,211	1.47%
META	Meta Platforms, Inc. Communication Services	947,746	$542,233,918	1.43%
JPM	Jpmorgan Chase & Co Financial Services	1,543,468	$454,026,546	1.20%

Portfolio Trend

25 quarters · across all stocks

Holdings in CAT

Compact Export CSV

Shares Held

Position Value (USD)

32 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$259,132,705	365,769	+2.7%	Shares	Defined	2026-05-12
2025-12-31	$203,952,603	356,019	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$164,099,995	343,917	+24.6%	Shares	Sole	2025-11-14
2025-06-30	$107,126,548	275,950	+5.1%	Shares	Defined	2025-08-08
2025-03-31	$86,560,956	262,465	+8.6%	Shares	Sole	2025-05-15
2024-12-31	$87,663,855	241,658	+6.0%	Shares	Defined	2025-02-14
2024-09-30	$89,142,114	227,915	+1.7%	Shares	Defined	2024-10-11
2024-06-30	$74,662,014	224,143	+10.1%	Shares	Defined	2024-08-15
2024-03-31	$74,608,078	203,608	+12.7%	Shares	Defined	2024-05-13
2023-12-31	$53,401,845	180,613	+8.1%	Shares	Defined	2024-02-14
2023-09-30	$45,626,763	167,131	+3.1%	Shares	Defined	2023-11-16
2023-06-30	$39,895,284	162,143	+3.2%	Shares	Defined	2023-07-21
2023-03-31	$35,964,951	157,162	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$38,841,060	162,135	+8.2%	Shares	Sole	2023-02-10
2022-09-30	$24,593,458	149,887	+1.1%	Shares	Sole	2022-11-03
2022-06-30	$26,492,410	148,201	+49300.3%	Shares	Sole	2022-08-15
2022-06-30	$53,628	300	-99.8%	Call	Sole	2022-08-15
2022-03-31	$32,022,130	143,713	+7.6%	Shares	Sole	2022-05-16
2021-12-31	$27,621,497	133,605	-1.7%	Shares	Sole	2022-02-11
2021-09-30	$26,093,138	135,923	+7.4%	Shares	Sole	2021-11-10
2021-06-30	$27,535,199	126,523	-19.3%	Shares	Sole	2021-08-04
2021-03-31	$36,351,651	156,776	+4.4%	Shares	Sole	2021-04-30
2020-12-31	$27,321,566	150,102	+49934.0%	Shares	Sole	2021-01-29
2020-12-31	$54,606	300	0.0%	Call	Sole	2021-01-29
2020-09-30	$44,745	300	-99.8%	Call	Sole	2020-11-05
2020-09-30	$23,227,129	155,730	+25855.0%	Shares	Sole	2020-11-05
2020-09-30	$89,490	600	-99.6%	Put	Sole	2020-11-05
2020-06-30	$18,042,568	142,629	+47443.0%	Shares	Sole	2020-07-23
2020-06-30	$37,950	300	-99.8%	Call	Sole	2020-07-23
2020-03-31	$15,334,221	132,146	+43948.7%	Shares	Sole	2020-05-05
2020-03-31	$34,812	300	0.0%	Put	Sole	2020-05-05
2020-03-31	$34,812	300	—	Call	Sole	2020-05-05
No 13F history on record for this holder in this stock.