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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Atala Financial's CAT Position: Q2 2026 in Review

Atala Financial held its Caterpillar (CAT) position steady in Q2 2026 at 778 shares worth $828K. The position accounts for 0.5% of the portfolio, ranked #53.

Atala Financial first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Atala Financial held 778 shares of Caterpillar worth $828K as of Q2 2026.
Atala Financial left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.5% of Atala Financial's portfolio in Q2 2026, its #53 holding.
Atala Financial first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.