AIM
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Allen Investment Management’s Caterpillar CAT Stock Holding History

Allen Investment Management’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
Q1 		$1.36M Hold
1,913
– – 0.02% 141
2025
Q4 		$1.1M Buy
+1,913
New +$1.06M 0.01% 150

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allen Investment Management's CAT Position: Q1 2026 in Review

Allen Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 1,913 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #141.

Allen Investment Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Allen Investment Management held 1,913 shares of Caterpillar worth $1.36M as of Q1 2026.
  • Allen Investment Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.02% of Allen Investment Management's portfolio in Q1 2026, its #141 holding.
  • Allen Investment Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.