How many shares of CAT does Allworth Financial LP own?

As of 2026-Q2, Allworth Financial LP holds 79,655 shares of CAT (CATERPILLAR INC).

What is Allworth Financial LP's CAT position worth?

As of 2026-Q2, Allworth Financial LP's CAT position is worth $84.8M.

In 2026-Q2, Allworth Financial LP decreased their CAT position (-5.6% change in shares).

Based on available 13F filings, Allworth Financial LP first reported a position in CAT in 2019-Q1. They have held the position across 30 quarters.

Position history for Allworth Financial LP's holdings in CATERPILLAR INC

Current Value

$84.8M

Current Shares

79,655

Total Value Change

+$84.6M

Total Shares Change

+78,224

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	79,655	-5.6%	$84.8M	0.4%	$1,062.93	0
2026-Q1	Decreased	84,401	-8.6%	$59.8M	0.2%	$705.80	0
2025-Q4	Increased	92,331	+18.1%	$52.9M	0.2%	$569.39	41
2025-Q3	Decreased	78,181	-2.1%	$37.3M	0.2%	$472.89	0
2025-Q2	Increased	79,859	+28.5%	$31M	0.1%	$383.34	43
2025-Q1	Increased	62,166	+2.2%	$19.1M	0.1%	$324.10	35
2024-Q4	Increased	60,832	+146.3%	$24.2M	0.1%	$355.19	55
2024-Q3	Decreased	24,698	-1.1%	$9.7M	0.1%	$381.59	0
2024-Q2	Increased	24,960	+9.5%	$8.7M	0.1%	$323.67	30
2024-Q1	Increased	22,795	+7.3%	$8.4M	0.1%	$354.76	30
2023-Q4	Increased	21,239	+1.3%	$6.3M	0.0%	$284.93	27
2023-Q3	Decreased	20,967	-2.2%	$5.7M	0.0%	$261.73	0
2023-Q2	Increased	21,432	+1.1%	$5.3M	0.0%	$234.73	27
2023-Q1	Increased	21,206	+2.8%	$4.9M	0.0%	$217.14	28
2022-Q4	Increased	20,624	+34.8%	$4.9M	0.1%	$226.23	35
2022-Q3	Decreased	15,300	-5.3%	$2.5M	0.0%	$153.92	0
2022-Q2	Increased	16,154	+53.8%	$2.9M	0.0%	$166.53	37
2022-Q1	Increased	10,504	+17.1%	$2.3M	0.0%	$206.59	30
2021-Q4	Increased	8,968	+5.7%	$1.9M	0.0%	$190.75	27
2021-Q3	Increased	8,484	+325.9%	$1.6M	0.0%	$176.15	41
2021-Q2	Increased	1,992	+9.2%	$434,000	0.0%	$198.63	26
2021-Q1	Increased	1,825	+32.6%	$423,000	0.0%	$210.68	31
2020-Q4	Increased	1,376	+18.9%	$250,000	0.0%	$164.51	27
2020-Q3	Increased	1,157	+0.4%	$173,000	0.0%	$133.98	23
2020-Q2	Increased	1,152	+5.6%	$146,000	0.0%	$112.79	24
2020-Q1	Increased	1,091	+30.2%	$127,000	0.0%	$102.52	28
2019-Q4	Decreased	838	-2.4%	$124,000	0.0%	$129.57	0
2019-Q3	Increased	859	+3.3%	$108,000	0.0%	$109.95	23
2019-Q2	Decreased	832	-41.9%	$113,000	0.0%	$117.74	0
2019-Q1	New	1,431	-	$194,000	0.0%	$116.34	32