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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allred Capital Management's CAT Position: Q1 2026 in Review

Allred Capital Management increased its Caterpillar (CAT) stake by 4.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 386 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #138.

Allred Capital Management first reported a position in CAT in Q4 2019 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Allred Capital Management held 386 shares of Caterpillar worth $273K as of Q1 2026.
Allred Capital Management bought 17 Caterpillar shares in Q1 2026, an estimated $11.8K.
Caterpillar made up 0.1% of Allred Capital Management's portfolio in Q1 2026, its #138 holding.
Allred Capital Management first reported a position in Caterpillar in Q4 2019 and has held it in 4 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.