AF
CAT icon

Align Financial’s Caterpillar CAT Stock Holding History

Align Financial’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 		$38.3K Hold
36
– – 0.02% 180
2026
Q1 		$25.5K Sell
36
-20,587
-100% -$14.3M 0.01% 207
2025
Q4 		$20.6M Buy
+20,623
New +$11.5M 0.01% 230

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Align Financial's CAT Position: Q2 2026 in Review

Align Financial held its Caterpillar (CAT) position steady in Q2 2026 at 36 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #180.

Align Financial first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.6M in Q4 2025. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Align Financial held 36 shares of Caterpillar worth $38.3K as of Q2 2026.
  • Align Financial left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.02% of Align Financial's portfolio in Q2 2026, its #180 holding.
  • Align Financial first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Caterpillar position peaked at $20.6M in Q4 2025.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.