Atala Financial
CAT icon

Atala Financial’s Caterpillar CAT Stock Holding History

Atala Financial’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 		$631K Hold
778
– – 0.37% 65
2026
Q2 		$828K Hold
778
– – 0.5% 53
2026
Q1 		$569K Buy
778
+13
+2% +$9K 0.38% 62
2025
Q4 		$438K Hold
765
– – 0.28% 72
2025
Q3 		$365K Hold
765
– – 0.23% 83
2025
Q2 		$297K Hold
765
– – 0.2% 97
2025
Q1 		$252K Hold
765
– – 0.18% 103
2024
Q4 		$278K Buy
+765
New +$297K 0.19% 102

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Atala Financial's CAT Position: Q3 2026 in Review

Atala Financial held its Caterpillar (CAT) position steady in Q3 2026 at 778 shares worth $631K. The position accounts for 0.37% of the portfolio, ranked #65.

Atala Financial first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $828K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Atala Financial held 778 shares of Caterpillar worth $631K as of Q3 2026.
  • Atala Financial left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.37% of Atala Financial's portfolio in Q3 2026, its #65 holding.
  • Atala Financial first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's Caterpillar position peaked at $828K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.