Ally Financial’s Caterpillar CAT Stock Holding History

Ally Financial’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	$1.62M	Buy	+2,000	New	+$1.7M	0.23%	90
2022 Q4	–	Sell	-13,000	Closed	-$2.13M	–	106
2022 Q3	$2.13M	Hold	13,000	–	–	0.35%	69
2022 Q2	$2.32M	Hold	13,000	–	–	0.32%	69
2022 Q1	$2.9M	Hold	13,000	–	–	0.33%	65
2021 Q4	$2.69M	Hold	13,000	–	–	0.25%	74
2021 Q3	$2.5M	Buy	+13,000	New	+$2.71M	0.24%	78
2020 Q4	–	Sell	-15,000	Closed	-$2.24M	–	122
2020 Q3	$2.24M	Hold	15,000	–	–	0.36%	75
2020 Q2	$1.9M	Hold	15,000	–	–	0.31%	77
2020 Q1	$1.74M	Buy	15,000 +7,000	+88%	+$894K	0.19%	89
2019 Q4	$1.18M	Hold	8,000	–	–	0.19%	98
2019 Q3	$1.01M	Buy	+8,000	New	+$1.02M	0.18%	95
2019 Q2	–	Sell	-10,000	Closed	-$1.36M	–	101
2019 Q1	$1.36M	Hold	10,000	–	–	0.26%	88
2018 Q4	$1.27M	Buy	+10,000	New	+$1.3M	0.17%	95
2014 Q1	–	Sell	-60,000	Closed	-$5.45M	–	139
2013 Q4	$5.45M	Hold	60,000	–	–	0.58%	62
2013 Q3	$5M	Hold	60,000	–	–	0.55%	71
2013 Q2	$4.95M	Buy	+60,000	New	+$5.1M	0.49%	83

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ally Financial's CAT Position: Q3 2026 in Review

Ally Financial opened a new position in Caterpillar (CAT) in Q3 2026: 2,000 shares worth $1.62M. The stake represents 0.23% of the portfolio and ranks #90 among its holdings. This is a return to the name: Ally Financial previously reported a position in CAT as recently as Q3 2022.

Ally Financial first reported a position in CAT in Q2 2013 and has held it in 16 quarters since. The position peaked at $5.45M in Q4 2013. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Ally Financial held 2,000 shares of Caterpillar worth $1.62M as of Q3 2026.
Caterpillar was a new Ally Financial position in Q3 2026.
Caterpillar made up 0.23% of Ally Financial's portfolio in Q3 2026, its #90 holding.
Ally Financial first reported a position in Caterpillar in Q2 2013 and has held it in 16 quarters since.
Ally Financial's Caterpillar position peaked at $5.45M in Q4 2013.
3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ally Financial's 13F filing for Q3 2026, filed 12 Nov 2026.