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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruce G. Allen Investments's CAT Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $12.5K and bringing the position to 184 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #122.

Bruce G. Allen Investments first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $182K in Q3 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bruce G. Allen Investments held 184 shares of Caterpillar worth $130K as of Q1 2026.
  • Bruce G. Allen Investments bought 18 Caterpillar shares in Q1 2026, an estimated $12.5K.
  • Caterpillar made up 0.09% of Bruce G. Allen Investments's portfolio in Q1 2026, its #122 holding.
  • Bruce G. Allen Investments first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Caterpillar position peaked at $182K in Q3 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.