Atlantic Union Bankshares’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.1M | Buy |
28,417
+4,979
| +21% | +$3.45M | 0.39% | 59 |
|
|
2025
Q4 | $13.4M | Sell |
23,438
-471
| -2% | -$262K | 0.25% | 85 |
|
|
2025
Q3 | $11.4M | Buy |
23,909
+1,455
| +6% | +$621K | 0.21% | 100 |
|
|
2025
Q2 | $8.72M | Buy |
22,454
+14,625
| +187% | +$4.87M | 0.2% | 114 |
|
|
2025
Q1 | $2.58M | Sell |
7,829
-136
| -2% | -$48.4K | 0.16% | 127 |
|
|
2024
Q4 | $2.89M | Sell |
7,965
-282
| -3% | -$109K | 0.17% | 126 |
|
|
2024
Q3 | $3.23M | Sell |
8,247
-286
| -3% | -$98.8K | 0.19% | 119 |
|
|
2024
Q2 | $2.84M | Sell |
8,533
-141
| -2% | -$48.9K | 0.18% | 120 |
|
|
2024
Q1 | $3.18M | Sell |
8,674
-393
| -4% | -$126K | 0.27% | 84 |
|
|
2023
Q4 | $2.68M | Sell |
9,067
-596
| -6% | -$155K | 0.25% | 88 |
|
|
2023
Q3 | $2.64M | Buy |
9,663
+597
| +7% | +$162K | 0.27% | 84 |
|
|
2023
Q2 | $2.23M | Sell |
9,066
-872
| -9% | -$194K | 0.22% | 98 |
|
|
2023
Q1 | $2.27M | Sell |
9,938
-522
| -5% | -$126K | 0.24% | 98 |
|
|
2022
Q4 | $2.51M | Sell |
10,460
-731
| -7% | -$159K | 0.27% | 95 |
|
|
2022
Q3 | $1.84M | Buy |
11,191
+116
| +1% | +$21.2K | 0.21% | 103 |
|
|
2022
Q2 | $1.98M | Sell |
11,075
-66
| -0.6% | -$13.9K | 0.2% | 105 |
|
|
2022
Q1 | $2.48M | Sell |
11,141
-297
| -3% | -$62.3K | 0.22% | 100 |
|
|
2021
Q4 | $2.37M | Sell |
11,438
-394
| -3% | -$79.3K | 0.2% | 103 |
|
|
2021
Q3 | $2.27M | Sell |
11,832
-1,402
| -11% | -$292K | 0.21% | 95 |
|
|
2021
Q2 | $2.88M | Buy |
13,234
+815
| +7% | +$188K | 0.28% | 87 |
|
|
2021
Q1 | $2.88M | Sell |
12,419
-69
| -0.6% | -$14.3K | 0.29% | 83 |
|
|
2020
Q4 | $2.27M | Sell |
12,488
-70
| -0.6% | -$11.9K | 0.24% | 93 |
|
|
2020
Q3 | $1.87M | Buy |
12,558
+529
| +4% | +$74.3K | 0.22% | 94 |
|
|
2020
Q2 | $1.52M | Buy |
12,029
+12
| +0.1% | +$1.42K | 0.19% | 106 |
|
|
2020
Q1 | $1.39M | Buy |
12,017
+868
| +8% | +$111K | 0.2% | 102 |
|
|
2019
Q4 | $1.65M | Buy |
11,149
+130
| +1% | +$18.1K | 0.21% | 114 |
|
|
2019
Q3 | $1.39M | Buy |
11,019
+2,208
| +25% | +$281K | 0.19% | 119 |
|
|
2019
Q2 | $1.2M | Buy |
+8,811
| New | +$1.16M | 0.16% | 134 |
|
|
2015
Q3 | – | Sell |
-2,364
| Closed | -$200K | – | 136 |
|
|
2015
Q2 | $200K | Sell |
2,364
-640
| -21% | -$55K | 0.09% | 120 |
|
|
2015
Q1 | $241K | Sell |
3,004
-175
| -6% | -$14.5K | 0.11% | 114 |
|
|
2014
Q4 | $291K | Sell |
3,179
-226
| -7% | -$22K | 0.13% | 114 |
|
|
2014
Q3 | $337K | Sell |
3,405
-110
| -3% | -$11.7K | 0.16% | 106 |
|
|
2014
Q2 | $382K | Sell |
3,515
-3,115
| -47% | -$327K | 0.18% | 101 |
|
|
2014
Q1 | $553K | Buy |
+6,630
| New | +$625K | 0.25% | 89 |
|
Other funds holding CAT
VCM
VPM
Atlantic Union Bankshares's CAT Position: Q1 2026 in Review
Atlantic Union Bankshares increased its Caterpillar (CAT) stake by 21% in Q1 2026, buying an estimated $3.45M and bringing the position to 28,417 shares worth $20.1M. The position accounts for 0.39% of the portfolio, ranked #59.
Atlantic Union Bankshares first reported a position in CAT in Q1 2014 and has held it in 34 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Atlantic Union Bankshares held 28,417 shares of Caterpillar worth $20.1M as of Q1 2026.
- Atlantic Union Bankshares bought 4,979 Caterpillar shares in Q1 2026, an estimated $3.45M.
- Caterpillar made up 0.39% of Atlantic Union Bankshares's portfolio in Q1 2026, its #59 holding.
- Atlantic Union Bankshares first reported a position in Caterpillar in Q1 2014 and has held it in 34 quarters since.
- 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.