Allianz Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$144M Buy
202,788
+25,210
+14% +$17.5M 0.15% 131
2025
Q4
$102M Sell
177,578
-71,036
-29% -$39.5M 0.1% 179
2025
Q3
$119M Buy
248,614
+4,868
+2% +$2.08M 0.13% 147
2025
Q2
$94.6M Buy
243,746
+44,727
+22% +$14.9M 0.11% 171
2025
Q1
$65.6M Sell
199,019
-189,862
-49% -$67.6M 0.09% 232
2024
Q4
$141M Buy
388,881
+179,047
+85% +$69.4M 0.19% 110
2024
Q3
$82.1M Sell
209,834
-78,022
-27% -$26.9M 0.11% 191
2024
Q2
$95.9M Buy
287,856
+60,484
+27% +$21M 0.14% 147
2024
Q1
$83.3M Buy
227,372
+27,500
+14% +$8.79M 0.13% 174
2023
Q4
$59.1M Sell
199,872
-56,431
-22% -$14.6M 0.1% 203
2023
Q3
$70M Buy
256,303
+65,801
+35% +$17.9M 0.12% 186
2023
Q2
$46.9M Sell
190,502
-425
-0.2% -$94.8K 0.08% 231
2023
Q1
$43.7M Buy
190,927
+30,593
+19% +$7.4M 0.08% 256
2022
Q4
$38.4M Sell
160,334
-49,411
-24% -$10.8M 0.07% 278
2022
Q3
$34.4M Buy
209,745
+2,517
+1% +$460K 0.07% 292
2022
Q2
$37M Sell
207,228
-69,507
-25% -$14.6M 0.04% 495
2022
Q1
$61.7M Sell
276,735
-111,910
-29% -$23.5M 0.05% 399
2021
Q4
$80.3M Sell
388,645
-267,328
-41% -$53.8M 0.06% 355
2021
Q3
$126M Sell
655,973
-85,374
-12% -$17.8M 0.1% 222
2021
Q2
$161M Sell
741,347
-181,625
-20% -$41.9M 0.14% 159
2021
Q1
$214M Buy
922,972
+152,426
+20% +$31.6M 0.21% 109
2020
Q4
$140M Sell
770,546
-447,564
-37% -$75.9M 0.14% 159
2020
Q3
$182M Sell
1,218,110
-82,802
-6% -$11.6M 0.21% 109
2020
Q2
$165M Sell
1,300,912
-218,876
-14% -$25.9M 0.19% 115
2020
Q1
$176M Sell
1,519,788
-482,906
-24% -$61.7M 0.24% 99
2019
Q4
$296M Sell
2,002,694
-309,664
-13% -$43.2M 0.27% 69
2019
Q3
$292M Buy
2,312,358
+33,820
+1% +$4.3M 0.29% 62
2019
Q2
$311M Sell
2,278,538
-34,256
-1% -$4.53M 0.29% 59
2019
Q1
$313M Sell
2,312,794
-252,876
-10% -$33.6M 0.31% 61
2018
Q4
$326M Sell
2,565,670
-10,242
-0.4% -$1.33M 0.36% 50
2018
Q3
$393M Buy
2,575,912
+165,805
+7% +$23.5M 0.36% 48
2018
Q2
$327M Buy
2,410,107
+421,786
+21% +$63M 0.32% 51
2018
Q1
$293M Buy
1,988,321
+169,103
+9% +$26.7M 0.28% 65
2017
Q4
$287M Buy
1,819,218
+41,383
+2% +$5.74M 0.23% 79
2017
Q3
$222M Sell
1,777,835
-58,705
-3% -$6.76M 0.19% 97
2017
Q2
$197M Buy
1,836,540
+1,646,184
+865% +$167M 0.19% 103
2017
Q1
$17.7M Buy
190,356
+177,726
+1,407% +$16.8M 0.02% 1064
2016
Q4
$1.17M Sell
12,630
-2,767
-18% -$251K ﹤0.01% 2163
2016
Q3
$1.35M Sell
15,397
-28,218
-65% -$2.31M ﹤0.01% 2127
2016
Q2
$3.31M Buy
43,615
+20,474
+88% +$1.53M ﹤0.01% 1697
2016
Q1
$1.77M Sell
23,141
-132,585
-85% -$8.89M ﹤0.01% 1872
2015
Q4
$10.6M Sell
155,726
-12,154
-7% -$850K 0.01% 1030
2015
Q3
$11M Sell
167,880
-181,393
-52% -$13.9M 0.01% 948
2015
Q2
$29.6M Sell
349,273
-151,498
-30% -$13M 0.03% 630
2015
Q1
$40.1M Sell
500,771
-110,988
-18% -$9.22M 0.05% 443
2014
Q4
$56M Sell
611,759
-83,825
-12% -$8.16M 0.06% 353
2014
Q3
$68.9M Buy
695,584
+136,202
+24% +$14.4M 0.08% 283
2014
Q2
$60.8M Sell
559,382
-112,848
-17% -$11.8M 0.08% 301
2014
Q1
$66.8M Sell
672,230
-180,577
-21% -$17M 0.08% 283
2013
Q4
$77.4M Sell
852,807
-918,469
-52% -$78.4M 0.1% 258
2013
Q3
$148M Sell
1,771,276
-117,531
-6% -$9.94M 0.2% 119
2013
Q2
$156M Buy
+1,888,807
New +$161M 0.22% 103

Other funds holding CAT

Allianz Asset Management's CAT Position: Q1 2026 in Review

Allianz Asset Management increased its Caterpillar (CAT) stake by 14% in Q1 2026, buying an estimated $17.5M and bringing the position to 202,788 shares worth $144M. The position accounts for 0.15% of the portfolio, ranked #131.

Allianz Asset Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $393M in Q3 2018. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Allianz Asset Management held 202,788 shares of Caterpillar worth $144M as of Q1 2026.
  • Allianz Asset Management bought 25,210 Caterpillar shares in Q1 2026, an estimated $17.5M.
  • Caterpillar made up 0.15% of Allianz Asset Management's portfolio in Q1 2026, its #131 holding.
  • Allianz Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • Allianz Asset Management's Caterpillar position peaked at $393M in Q3 2018.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.