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AAFMAA Wealth Management & Trust’s Caterpillar CAT Stock Holding History

AAFMAA Wealth Management & Trust’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 		$2.24M Sell
2,106
-176
-8% -$155K 0.78% 28
2026
Q1 		$1.62M Sell
2,282
-113
-5% -$78.3K 0.63% 36
2025
Q4 		$1.37M Sell
2,395
-1,370
-36% -$761K 0.54% 49
2025
Q3 		$1.8M Sell
3,765
-196
-5% -$83.7K 0.71% 36
2025
Q2 		$1.54M Sell
3,961
-1,885
-32% -$628K 0.64% 45
2025
Q1 		$1.93M Sell
5,846
-889
-13% -$317K 0.88% 33
2024
Q4 		$2.44M Sell
6,735
-573
-8% -$222K 1.07% 23
2024
Q3 		$2.86M Buy
7,308
+116
+2% +$40.1K 1.26% 20
2024
Q2 		$2.4M Buy
7,192
+77
+1% +$26.7K 1.18% 21
2024
Q1 		$2.61M Sell
7,115
-2,809
-28% -$898K 1.42% 19
2023
Q4 		$2.93M Buy
9,924
+610
+7% +$158K 1.66% 18
2023
Q3 		$2.54M Sell
9,314
-4,050
-30% -$1.1M 2.36% 12
2023
Q2 		$3.29M Buy
13,364
+752
+6% +$168K 2.72% 14
2023
Q1 		$2.89M Sell
12,612
-407
-3% -$98.4K 2.31% 17
2022
Q4 		$3.12M Sell
13,019
-3,808
-23% -$829K 2.81% 8
2022
Q3 		$2.76M Sell
16,827
-2,036
-11% -$372K 2.03% 20
2022
Q2 		$3.37M Sell
18,863
-2,971
-14% -$626K 2.27% 20
2022
Q1 		$4.87M Sell
21,834
-20,361
-48% -$4.27M 2.24% 19
2021
Q4 		$8.72M Buy
+42,195
New +$8.5M 3.8% 5

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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

AAFMAA Wealth Management & Trust's CAT Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Caterpillar (CAT) stake by 7.7% in Q2 2026, selling an estimated $155K and leaving 2,106 shares worth $2.24M. The position accounts for 0.78% of the portfolio, ranked #28.

AAFMAA Wealth Management & Trust first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.72M in Q4 2021. 1,353 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 2,106 shares of Caterpillar worth $2.24M as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 176 Caterpillar shares in Q2 2026, an estimated $155K.
  • Caterpillar made up 0.78% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #28 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • AAFMAA Wealth Management & Trust's Caterpillar position peaked at $8.72M in Q4 2021.
  • 1,353 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.