Atlanta Consulting Group Advisors’s Caterpillar CAT Stock Holding History

Atlanta Consulting Group Advisors’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	$2.43M	Buy	2,282 +29	+1%	+$25.5K	0.39%	46
2026 Q1	$1.6M	Sell	2,253 -27	-1%	-$18.7K	0.34%	45
2025 Q4	$1.31M	Hold	2,280	–	–	0.3%	44
2025 Q3	$1.09M	Sell	2,280 -65	-3%	-$27.7K	0.27%	49
2025 Q2	$910K	Hold	2,345	–	–	0.25%	48
2025 Q1	$773K	Buy	2,345 +65	+3%	+$23.2K	0.23%	55
2024 Q4	$827K	Sell	2,280 -773	-25%	-$300K	0.31%	53
2024 Q3	$1.19M	Buy	3,053 +745	+32%	+$257K	0.3%	65
2024 Q2	$769K	Hold	2,308	–	–	0.17%	51
2024 Q1	$846K	Buy	+2,308	New	+$738K	0.29%	48

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Atlanta Consulting Group Advisors's CAT Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Caterpillar (CAT) stake by 1.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,282 shares worth $2.43M. The position accounts for 0.39% of the portfolio, ranked #46.

Atlanta Consulting Group Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Atlanta Consulting Group Advisors held 2,282 shares of Caterpillar worth $2.43M as of Q2 2026.
Atlanta Consulting Group Advisors bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
Caterpillar made up 0.39% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #46 holding.
Atlanta Consulting Group Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.