BGAI
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Bruce G. Allen Investments’s Caterpillar CAT Stock Holding History

Bruce G. Allen Investments’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 		$154K Sell
145
-39
-21% -$34.3K 0.1% 97
2026
Q1 		$130K Buy
184
+18
+11% +$12.5K 0.09% 122
2025
Q4 		$95.1K Sell
166
-32
-16% -$17.8K 0.06% 164
2025
Q3 		$94.5K Buy
198
+11
+6% +$4.7K 0.07% 173
2025
Q2 		$72.6K Sell
187
-84
-31% -$28K 0.06% 205
2025
Q1 		$89.4K Sell
271
-104
-28% -$37K 0.07% 154
2024
Q4 		$136K Sell
375
-90
-19% -$34.9K 0.11% 114
2024
Q3 		$182K Buy
465
+93
+25% +$32.1K 0.14% 87
2024
Q2 		$124K Buy
372
+12
+3% +$4.16K 0.1% 125
2024
Q1 		$132K Sell
360
-53
-13% -$16.9K 0.11% 121
2023
Q4 		$122K Buy
+413
New +$107K 0.11% 122

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Bruce G. Allen Investments's CAT Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $34.3K and leaving 145 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #97.

Bruce G. Allen Investments first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $182K in Q3 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Bruce G. Allen Investments held 145 shares of Caterpillar worth $154K as of Q2 2026.
  • Bruce G. Allen Investments sold 39 Caterpillar shares in Q2 2026, an estimated $34.3K.
  • Caterpillar made up 0.1% of Bruce G. Allen Investments's portfolio in Q2 2026, its #97 holding.
  • Bruce G. Allen Investments first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Caterpillar position peaked at $182K in Q3 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.