Asset Allocation Strategies
CAT icon

Asset Allocation Strategies’s Caterpillar CAT Stock Holding History

Asset Allocation Strategies’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 		$312K Sell
385
-37
-9% -$31.4K 0.05% 141
2026
Q2 		$449K Buy
422
+24
+6% +$21.1K 0.07% 128
2026
Q1 		$282K Buy
398
+31
+8% +$21.5K 0.05% 145
2025
Q4 		$210K Buy
+367
New +$204K 0.04% 157

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Asset Allocation Strategies's CAT Position: Q3 2026 in Review

Asset Allocation Strategies reduced its Caterpillar (CAT) stake by 8.8% in Q3 2026, selling an estimated $31.4K and leaving 385 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #141.

Asset Allocation Strategies first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $449K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Asset Allocation Strategies held 385 shares of Caterpillar worth $312K as of Q3 2026.
  • Asset Allocation Strategies sold 37 Caterpillar shares in Q3 2026, an estimated $31.4K.
  • Caterpillar made up 0.05% of Asset Allocation Strategies's portfolio in Q3 2026, its #141 holding.
  • Asset Allocation Strategies first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Asset Allocation Strategies's Caterpillar position peaked at $449K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.