Allred Capital Management’s Caterpillar CAT Stock Holding History

Allred Capital 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 Q2	$409K	Sell	384 -2	-0.5%	-$1.76K	0.13%	119
2026 Q1	$273K	Buy	386 +17	+5%	+$11.8K	0.1%	138
2025 Q4	$211K	Buy	+369	New	+$205K	0.08%	153
2021 Q2	–	Sell	-484	Closed	-$112K	–	274
2021 Q1	$112K	Buy	+484	New	+$100K	0.05%	241
2020 Q1	–	Sell	-324	Closed	-$47.8K	–	219
2019 Q4	$47.8K	Buy	+324	New	+$45.2K	0.03%	347

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Allred Capital Management's CAT Position: Q2 2026 in Review

Allred Capital Management reduced its Caterpillar (CAT) stake by 0.52% in Q2 2026, selling an estimated $1.76K and leaving 384 shares worth $409K. The position accounts for 0.13% of the portfolio, ranked #119.

Allred Capital Management first reported a position in CAT in Q4 2019 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Allred Capital Management held 384 shares of Caterpillar worth $409K as of Q2 2026.
Allred Capital Management sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.13% of Allred Capital Management's portfolio in Q2 2026, its #119 holding.
Allred Capital Management first reported a position in Caterpillar in Q4 2019 and has held it in 5 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.