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
Q2 		$965K Sell
906
-381
-30% -$335K 0.57% 45
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Athena Investment Management's CAT Position: Q2 2026 in Review

Athena Investment Management reduced its Caterpillar (CAT) stake by 30% in Q2 2026, selling an estimated $335K and leaving 906 shares worth $965K. The position accounts for 0.57% of the portfolio, ranked #45.

Athena Investment Management first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Athena Investment Management held 906 shares of Caterpillar worth $965K as of Q2 2026.
  • Athena Investment Management sold 381 Caterpillar shares in Q2 2026, an estimated $335K.
  • Caterpillar made up 0.57% of Athena Investment Management's portfolio in Q2 2026, its #45 holding.
  • Athena Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.