AAFMAA Wealth Management & Trust
CAT icon

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
Q3 		$1.74M Buy
2,141
+35
+2% +$29.7K 0.6% 31
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 		$4.86M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAFMAA Wealth Management & Trust's CAT Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its Caterpillar (CAT) stake by 1.7% in Q3 2026, buying an estimated $29.7K and bringing the position to 2,141 shares worth $1.74M. The position accounts for 0.6% of the portfolio, ranked #31.

AAFMAA Wealth Management & Trust first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.72M in Q4 2021. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • AAFMAA Wealth Management & Trust held 2,141 shares of Caterpillar worth $1.74M as of Q3 2026.
  • AAFMAA Wealth Management & Trust bought 35 Caterpillar shares in Q3 2026, an estimated $29.7K.
  • Caterpillar made up 0.6% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #31 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • AAFMAA Wealth Management & Trust's Caterpillar position peaked at $8.72M in Q4 2021.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.