Allen Wealth Management
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Allen Wealth Management’s Caterpillar CAT Stock Holding History

Allen Wealth 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
Q3 		$1.53M Sell
1,891
-260
-12% -$221K 0.75% 27
2026
Q2 		$2.29M Sell
2,151
-375
-15% -$329K 1.12% 17
2026
Q1 		$1.79M Sell
2,526
-245
-9% -$170K 0.9% 24
2025
Q4 		$1.59M Sell
2,771
-400
-13% -$222K 0.96% 23
2025
Q3 		$1.51M Sell
3,171
-510
-14% -$218K 1.03% 22
2025
Q2 		$1.43M Sell
3,681
-329
-8% -$110K 1% 22
2025
Q1 		$1.32M Buy
4,010
+30
+0.8% +$10.7K 0.91% 24
2024
Q4 		$1.44M Sell
3,980
-740
-16% -$287K 1.03% 21
2024
Q3 		$1.85M Sell
4,720
-360
-7% -$124K 1.28% 17
2024
Q2 		$1.69M Sell
5,080
-103
-2% -$35.7K 1.51% 14
2024
Q1 		$1.9M Sell
5,183
-375
-7% -$120K 1.68% 12
2023
Q4 		$1.64M Buy
+5,558
New +$1.44M 1.61% 14

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Allen Wealth Management's CAT Position: Q3 2026 in Review

Allen Wealth Management reduced its Caterpillar (CAT) stake by 12% in Q3 2026, selling an estimated $221K and leaving 1,891 shares worth $1.53M. The position accounts for 0.75% of the portfolio, ranked #27.

Allen Wealth Management first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q2 2026. 1,863 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Allen Wealth Management held 1,891 shares of Caterpillar worth $1.53M as of Q3 2026.
  • Allen Wealth Management sold 260 Caterpillar shares in Q3 2026, an estimated $221K.
  • Caterpillar made up 0.75% of Allen Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Allen Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Caterpillar position peaked at $2.29M in Q2 2026.
  • 1,863 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.