All Terrain Financial Advisors’s Caterpillar CAT Stock Holding History

All Terrain Financial Advisors’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	$350K	Hold	329	–	–	0.06%	115
2026 Q1	$233K	Buy	+329	New	+$228K	0.05%	120
2019 Q4	–	Sell	-2,661	Closed	-$336K	–	223
2019 Q3	$336K	Buy	+2,661	New	+$338K	0.11%	102
2018 Q4	–	Sell	-161	Closed	-$25K	–	208
2018 Q3	$25K	Hold	161	–	–	0.01%	224
2018 Q2	$22K	Hold	161	–	–	0.01%	224
2018 Q1	$24K	Buy	+161	New	+$25.4K	0.01%	226

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

All Terrain Financial Advisors's CAT Position: Q2 2026 in Review

All Terrain Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 329 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #115.

All Terrain Financial Advisors first reported a position in CAT in Q1 2018 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

All Terrain Financial Advisors held 329 shares of Caterpillar worth $350K as of Q2 2026.
All Terrain Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.06% of All Terrain Financial Advisors's portfolio in Q2 2026, its #115 holding.
All Terrain Financial Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 6 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.