Atalanta Sosnoff Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $187M | Buy |
176,008
+33,767
| +24% | +$29.7M | 3.3% | 7 |
|
|
2026
Q1 | $101M | Buy |
142,241
+11,791
| +9% | +$8.17M | 2.16% | 14 |
|
|
2025
Q4 | $74.7M | Buy |
+130,450
| New | +$72.5M | 1.46% | 23 |
|
|
2024
Q4 | – | Sell |
-57,230
| Closed | -$22.4M | – | 102 |
|
|
2024
Q3 | $22.4M | Buy |
+57,230
| New | +$19.8M | 0.48% | 55 |
|
|
2023
Q4 | – | Sell |
-160,277
| Closed | -$43.8M | – | 96 |
|
|
2023
Q3 | $43.8M | Buy |
160,277
+7,820
| +5% | +$2.12M | 1.3% | 27 |
|
|
2023
Q2 | $37.5M | Buy |
152,457
+150,373
| +7,216% | +$33.5M | 1.02% | 39 |
|
|
2023
Q1 | $477K | Sell |
2,084
-78
| -4% | -$18.9K | 0.01% | 88 |
|
|
2022
Q4 | $518K | Buy |
2,162
+601
| +39% | +$131K | 0.02% | 81 |
|
|
2022
Q3 | $256K | Buy |
1,561
+15
| +1% | +$2.74K | 0.01% | 83 |
|
|
2022
Q2 | $276K | Sell |
1,546
-38
| -2% | -$8.01K | 0.01% | 87 |
|
|
2022
Q1 | $353K | Buy |
1,584
+453
| +40% | +$95K | 0.01% | 94 |
|
|
2021
Q4 | $234K | Buy |
1,131
+36
| +3% | +$7.25K | 0.01% | 105 |
|
|
2021
Q3 | $210K | Sell |
1,095
-75
| -6% | -$15.6K | ﹤0.01% | 93 |
|
|
2021
Q2 | $255K | Sell |
1,170
-84,425
| -99% | -$19.5M | 0.01% | 88 |
|
|
2021
Q1 | $19.8M | Buy |
85,595
+50,166
| +142% | +$10.4M | 0.49% | 52 |
|
|
2020
Q4 | $6.45M | Sell |
35,429
-24,776
| -41% | -$4.2M | 0.16% | 69 |
|
|
2020
Q3 | $8.98M | Sell |
60,205
-21,016
| -26% | -$2.95M | 0.25% | 67 |
|
|
2020
Q2 | $10.3M | Buy |
+81,221
| New | +$9.63M | 0.31% | 62 |
|
|
2020
Q1 | – | Sell |
-37,820
| Closed | -$5.58M | – | 96 |
|
|
2019
Q4 | $5.58M | Buy |
37,820
+34,394
| +1,004% | +$4.8M | 0.17% | 66 |
|
|
2019
Q3 | $433K | Sell |
3,426
-61
| -2% | -$7.75K | 0.01% | 79 |
|
|
2019
Q2 | $475K | Buy |
3,487
+120
| +4% | +$15.9K | 0.02% | 78 |
|
|
2019
Q1 | $456K | Buy |
3,367
+529
| +19% | +$70.3K | 0.01% | 74 |
|
|
2018
Q4 | $361K | Buy |
+2,838
| New | +$369K | 0.01% | 73 |
|
|
2018
Q3 | – | Sell |
-349,475
| Closed | -$47.4M | – | 80 |
|
|
2018
Q2 | $47.4M | Buy |
349,475
+8,973
| +3% | +$1.34M | 1.56% | 27 |
|
|
2018
Q1 | $50.2M | Buy |
340,502
+24,822
| +8% | +$3.92M | 1.67% | 24 |
|
|
2017
Q4 | $49.7M | Buy |
315,680
+8,911
| +3% | +$1.24M | 1.62% | 27 |
|
|
2017
Q3 | $38.3M | Buy |
306,769
+31,650
| +12% | +$3.64M | 1.32% | 32 |
|
|
2017
Q2 | $29.6M | Sell |
275,119
-143,161
| -34% | -$14.5M | 1.04% | 46 |
|
|
2017
Q1 | $38.8M | Buy |
418,280
+414,432
| +10,770% | +$39.2M | 1.36% | 30 |
|
|
2016
Q4 | $357K | Sell |
3,848
-51
| -1% | -$4.62K | 0.01% | 93 |
|
|
2016
Q3 | $346K | Buy |
+3,899
| New | +$319K | 0.01% | 101 |
|
Other funds holding CAT
Atalanta Sosnoff Capital's CAT Position: Q2 2026 in Review
Atalanta Sosnoff Capital increased its Caterpillar (CAT) stake by 24% in Q2 2026, buying an estimated $29.7M and bringing the position to 176,008 shares worth $187M. The position accounts for 3.3% of the portfolio, ranked #7.
Atalanta Sosnoff Capital first reported a position in CAT in Q3 2016 and has held it in 31 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Atalanta Sosnoff Capital held 176,008 shares of Caterpillar worth $187M as of Q2 2026.
- Atalanta Sosnoff Capital bought 33,767 Caterpillar shares in Q2 2026, an estimated $29.7M.
- Caterpillar made up 3.3% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #7 holding.
- Atalanta Sosnoff Capital first reported a position in Caterpillar in Q3 2016 and has held it in 31 quarters since.
- 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.