AFG
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Allegheny Financial Group’s Caterpillar CAT Stock Holding History

Allegheny Financial Group’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 		$6.48M Sell
6,086
-236
-4% -$207K 0.69% 28
2026
Q1 		$4.48M Buy
6,322
+29
+0.5% +$20.1K 0.6% 28
2025
Q4 		$3.61M Sell
6,293
-8
-0.1% -$4.45K 0.53% 33
2025
Q3 		$3.01M Buy
6,301
+1,133
+22% +$484K 0.56% 32
2025
Q2 		$2.01M Buy
5,168
+1,191
+30% +$397K 0.45% 43
2025
Q1 		$1.31M Buy
3,977
+602
+18% +$214K 0.34% 56
2024
Q4 		$1.22M Sell
3,375
-39
-1% -$15.1K 0.32% 60
2024
Q3 		$1.34M Sell
3,414
-3
-0.1% -$1.04K 0.33% 57
2024
Q2 		$1.14M Buy
3,417
+105
+3% +$36.4K 0.33% 61
2024
Q1 		$1.21M Buy
3,312
+457
+16% +$146K 0.37% 51
2023
Q4 		$844K Buy
2,855
+6
+0.2% +$1.56K 0.27% 73
2023
Q3 		$778K Buy
2,849
+434
+18% +$118K 0.29% 65
2023
Q2 		$594K Sell
2,415
-180
-7% -$40.1K 0.28% 71
2023
Q1 		$594K Buy
2,595
+1
+0% +$242 0.24% 88
2022
Q4 		$621K Sell
2,594
-10
-0.4% -$2.18K 0.26% 78
2022
Q3 		$427K Buy
2,604
+1
+0% +$183 0.2% 94
2022
Q2 		$465K Buy
2,603
+714
+38% +$150K 0.22% 83
2022
Q1 		$421K Buy
1,889
+70
+4% +$14.7K 0.18% 93
2021
Q4 		$376K Buy
+1,819
New +$366K 0.15% 101

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

Allegheny Financial Group's CAT Position: Q2 2026 in Review

Allegheny Financial Group reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $207K and leaving 6,086 shares worth $6.48M. The position accounts for 0.69% of the portfolio, ranked #28.

Allegheny Financial Group first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,283 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Allegheny Financial Group held 6,086 shares of Caterpillar worth $6.48M as of Q2 2026.
  • Allegheny Financial Group sold 236 Caterpillar shares in Q2 2026, an estimated $207K.
  • Caterpillar made up 0.69% of Allegheny Financial Group's portfolio in Q2 2026, its #28 holding.
  • Allegheny Financial Group first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.