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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
2018
Q4 		– Sell
-200
Closed -$30K – 207
2018
Q3 		$30K Sell
200
-200
-50% -$28.3K 0.01% 220
2018
Q2 		$54K Sell
400
-300
-43% -$44.8K 0.02% 210
2018
Q1 		$103K Buy
+700
New +$111K 0.05% 189

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 4,061 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.
  • 4,061 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.