M.E. Allison & Co’s Caterpillar CAT Stock Holding History

M.E. Allison & Co’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	$667K	Hold	822	–	–	0.37%	71
2026 Q2	$875K	Sell	822 -25	-3%	-$22K	0.5%	56
2026 Q1	$600K	Buy	847 +1	+0.1%	+$693	0.4%	67
2025 Q4	$485K	Hold	846	–	–	0.33%	83
2025 Q3	$403K	Buy	846 +1	+0.1%	+$427	0.28%	89
2025 Q2	$328K	Buy	845 +1	+0.1%	+$333	0.26%	108
2025 Q1	$278K	Buy	844 +1	+0.1%	+$356	0.28%	108
2024 Q4	$306K	Buy	+843	New	+$327K	0.34%	89

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

M.E. Allison & Co's CAT Position: Q3 2026 in Review

M.E. Allison & Co held its Caterpillar (CAT) position steady in Q3 2026 at 822 shares worth $667K. The position accounts for 0.37% of the portfolio, ranked #71.

M.E. Allison & Co first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $875K in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

M.E. Allison & Co held 822 shares of Caterpillar worth $667K as of Q3 2026.
M.E. Allison & Co left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.37% of M.E. Allison & Co's portfolio in Q3 2026, its #71 holding.
M.E. Allison & Co first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Caterpillar position peaked at $875K in Q2 2026.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.