Atlantic Edge Private Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Atlantic Edge Private Wealth Management's CAT Position: Q2 2026 in Review
Atlantic Edge Private Wealth Management increased its Caterpillar (CAT) stake by 50% in Q2 2026, buying an estimated $30.7K and bringing the position to 105 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #185.
Atlantic Edge Private Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Atlantic Edge Private Wealth Management held 105 shares of Caterpillar worth $112K as of Q2 2026.
- Atlantic Edge Private Wealth Management bought 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
- Caterpillar made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #185 holding.
- Atlantic Edge Private Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.