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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 $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

All Terrain Financial Advisors's CAT Position: Q1 2026 in Review

All Terrain Financial Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 329 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: All Terrain Financial Advisors previously reported a position in CAT as recently as Q3 2019.

All Terrain Financial Advisors first reported a position in CAT in Q1 2018 and has held it in 5 quarters since. The position peaked at $336K in Q3 2019. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • All Terrain Financial Advisors held 329 shares of Caterpillar worth $233K as of Q1 2026.
  • Caterpillar was a new All Terrain Financial Advisors position in Q1 2026.
  • Caterpillar made up 0.05% of All Terrain Financial Advisors's portfolio in Q1 2026, its #120 holding.
  • All Terrain Financial Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 5 quarters since.
  • All Terrain Financial Advisors's Caterpillar position peaked at $336K in Q3 2019.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.