AIM
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Athena Investment Management’s Caterpillar CAT Stock Holding History

Athena Investment Management’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
Q1 		$912K Sell
1,287
-179
-12% -$124K 0.47% 57
2025
Q4 		$840K Sell
1,466
-23
-2% -$12.8K 0.43% 56
2025
Q3 		$710K Sell
1,489
-195
-12% -$83.2K 0.37% 66
2025
Q2 		$654K Hold
1,684
– – 0.37% 73
2025
Q1 		$555K Sell
1,684
-25
-1% -$8.9K 0.34% 72
2024
Q4 		$620K Sell
1,709
-137
-7% -$53.1K 0.36% 70
2024
Q3 		$722K Sell
1,846
-85
-4% -$29.4K 0.41% 62
2024
Q2 		$643K Sell
1,931
-25
-1% -$8.67K 0.39% 63
2024
Q1 		$717K Sell
1,956
-247
-11% -$78.9K 0.43% 57
2023
Q4 		$651K Hold
2,203
– – 0.42% 57
2023
Q3 		$601K Sell
2,203
-105
-5% -$28.5K 0.43% 58
2023
Q2 		$568K Sell
2,308
-25
-1% -$5.57K 0.39% 63
2023
Q1 		$534K Sell
2,333
-6
-0.3% -$1.45K 0.38% 59
2022
Q4 		$560K Buy
2,339
+33
+1% +$7.18K 0.41% 59
2022
Q3 		$378K Buy
2,306
+70
+3% +$12.8K 0.32% 79
2022
Q2 		$400K Sell
2,236
-2
-0.1% -$421 0.32% 77
2022
Q1 		$500K Buy
+2,238
New +$469K 0.39% 59

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

Athena Investment Management's CAT Position: Q1 2026 in Review

Athena Investment Management reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $124K and leaving 1,287 shares worth $912K. The position accounts for 0.47% of the portfolio, ranked #57.

Athena Investment Management first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Athena Investment Management held 1,287 shares of Caterpillar worth $912K as of Q1 2026.
  • Athena Investment Management sold 179 Caterpillar shares in Q1 2026, an estimated $124K.
  • Caterpillar made up 0.47% of Athena Investment Management's portfolio in Q1 2026, its #57 holding.
  • Athena Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.