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
$19.1M Sell
26,900
-9,800
-27% -$6.79M 0.02% 631
2025
Q4
$21M Sell
36,700
-4,300
-10% -$2.39M 0.02% 586
2025
Q3
$19.6M Sell
41,000
-2,400
-6% -$1.02M 0.02% 595
2025
Q2
$16.8M Sell
43,400
-6,100
-12% -$2.03M 0.02% 632
2025
Q1
$16.3M Buy
49,500
+28,000
+130% +$9.97M 0.02% 639
2024
Q4
$7.8M Sell
21,500
-4,000
-16% -$1.55M 0.01% 839
2024
Q3
$9.97M Buy
25,500
+6,700
+36% +$2.31M 0.01% 741
2024
Q2
$6.26M Buy
18,800
+18,300
+3,660% +$6.35M 0.01% 861
2024
Q1
$183K Sell
500
-25,000
-98% -$7.99M ﹤0.01% 1858
2023
Q4
$7.54M Sell
25,500
-23,600
-48% -$6.12M 0.01% 774
2023
Q3
$13.4M Buy
49,100
+17,300
+54% +$4.69M 0.02% 618
2023
Q2
$7.82M Sell
31,800
-4,600
-13% -$1.03M 0.01% 725
2023
Q1
$8.33M Sell
36,400
-7,200
-17% -$1.74M 0.01% 767
2022
Q4
$10.4M Sell
43,600
-13,400
-24% -$2.92M 0.02% 664
2022
Q3
$9.35M Buy
57,000
+41,600
+270% +$7.6M 0.02% 679
2022
Q2
$2.75M Buy
15,400
+3,600
+31% +$759K ﹤0.01% 1307
2022
Q1
$2.63M Buy
11,800
+5,900
+100% +$1.24M ﹤0.01% 1494
2021
Q4
$1.22M Sell
5,900
-36,200
-86% -$7.29M ﹤0.01% 1819
2021
Q3
$8.08M Buy
42,100
+34,200
+433% +$7.12M 0.01% 1098
2021
Q2
$1.72M Buy
+7,900
New +$1.82M ﹤0.01% 1524
2020
Q3
Sell
-38,600
Closed -$4.88M 1931
2020
Q2
$4.88M Sell
38,600
-14,700
-28% -$1.74M 0.01% 1225
2020
Q1
$6.18M Sell
53,300
-34,800
-40% -$4.45M 0.01% 1056
2019
Q4
$13M Sell
88,100
-9,800
-10% -$1.37M 0.01% 988
2019
Q3
$12.4M Sell
97,900
-2,400
-2% -$305K 0.01% 1000
2019
Q2
$13.7M Buy
100,300
+27,600
+38% +$3.65M 0.01% 1009
2019
Q1
$9.85M Buy
72,700
+48,500
+200% +$6.44M 0.01% 1156
2018
Q4
$3.08M Sell
24,200
-7,200
-23% -$937K ﹤0.01% 1603
2018
Q3
$4.79M Sell
31,400
-6,400
-17% -$905K ﹤0.01% 1574
2018
Q2
$5.13M Buy
37,800
+2,600
+7% +$388K 0.01% 1509
2018
Q1
$5.19M Sell
35,200
-14,900
-30% -$2.35M ﹤0.01% 1520
2017
Q4
$7.89M Sell
50,100
-36,100
-42% -$5.01M 0.01% 1424
2017
Q3
$10.8M Buy
86,200
+38,900
+82% +$4.48M 0.01% 1286
2017
Q2
$5.08M Sell
47,300
-59,900
-56% -$6.08M ﹤0.01% 1586
2017
Q1
$9.94M Sell
107,200
-71,500
-40% -$6.77M 0.01% 1342
2016
Q4
$16.6M Buy
178,700
+23,300
+15% +$2.11M 0.01% 1123
2016
Q3
$13.8M Buy
155,400
+52,300
+51% +$4.28M 0.01% 1167
2016
Q2
$7.82M Buy
103,100
+57,100
+124% +$4.28M 0.01% 1336
2016
Q1
$3.52M Buy
46,000
+15,100
+49% +$1.01M ﹤0.01% 1579
2015
Q4
$2.1M Buy
30,900
+19,400
+169% +$1.36M ﹤0.01% 1688
2015
Q3
$752K Sell
11,500
-22,900
-67% -$1.75M ﹤0.01% 1935
2015
Q2
$2.92M Buy
34,400
+6,800
+25% +$585K ﹤0.01% 1561
2015
Q1
$2.21M Sell
27,600
-8,600
-24% -$715K ﹤0.01% 1496
2014
Q4
$3.31M Buy
36,200
+29,400
+432% +$2.86M ﹤0.01% 1364
2014
Q3
$673K Buy
+6,800
New +$721K ﹤0.01% 1798

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. 3,734 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.
  • 3,734 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.