Atlas Brown’s Caterpillar CAT Stock Holding History

Atlas Brown’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	$4.98M	Sell	4,680 -121	-3%	-$106K	1.34%	16
2026 Q1	$3.4M	Sell	4,801 -138	-3%	-$95.6K	1.02%	23
2025 Q4	$2.83M	Sell	4,939 -48	-1%	-$26.7K	0.84%	28
2025 Q3	$2.38M	Sell	4,987 -132	-3%	-$56.4K	0.7%	37
2025 Q2	$1.99M	Sell	5,119 -157	-3%	-$52.3K	0.64%	42
2025 Q1	$1.74M	Sell	5,276 -65	-1%	-$23.2K	0.61%	44
2024 Q4	$1.94M	Buy	5,341 +6	+0.1%	+$2.33K	0.66%	37
2024 Q3	$2.09M	Sell	5,335 -1,039	-16%	-$359K	0.72%	33
2024 Q2	$2.12M	Sell	6,374 -907	-12%	-$314K	0.76%	33
2024 Q1	$2.67M	Sell	7,281 -248	-3%	-$79.3K	0.97%	27
2023 Q4	$2.23M	Sell	7,529 -35	-0.5%	-$9.08K	0.92%	29
2023 Q3	$2.07M	Sell	7,564 -19	-0.3%	-$5.15K	0.94%	31
2023 Q2	$1.87M	Buy	7,583 +4	+0.1%	+$892	0.82%	35
2023 Q1	$1.73M	Buy	7,579 +104	+1%	+$25.1K	0.8%	36
2022 Q4	$1.79M	Buy	7,475 +142	+2%	+$30.9K	0.88%	34
2022 Q3	$1.2M	Sell	7,333 -306	-4%	-$55.9K	0.61%	51
2022 Q2	$1.37M	Sell	7,639 -19	-0.2%	-$4K	0.65%	51
2022 Q1	$1.71M	Sell	7,658 -102	-1%	-$21.4K	0.7%	42
2021 Q4	$1.6M	Buy	7,760 +587	+8%	+$118K	0.62%	48
2021 Q3	$1.38M	Sell	7,173 -76	-1%	-$15.8K	0.6%	50
2021 Q2	$1.58M	Sell	7,249 -71	-1%	-$16.4K	0.68%	46
2021 Q1	$1.7M	Buy	7,320 +4	+0.1%	+$828	0.8%	37
2020 Q4	$1.33M	Sell	7,316 -19	-0.3%	-$3.22K	0.69%	46
2020 Q3	$1.09M	Sell	7,335 -154	-2%	-$21.6K	0.65%	51
2020 Q2	$947K	Buy	7,489 +527	+8%	+$62.5K	0.6%	54
2020 Q1	$808K	Buy	6,962 +78	+1%	+$9.96K	0.63%	58
2019 Q4	$1.02M	Sell	6,884 -99	-1%	-$13.8K	0.64%	50
2019 Q3	$882K	Sell	6,983 -143	-2%	-$18.2K	0.63%	51
2019 Q2	$971K	Buy	7,126 +9	+0.1%	+$1.19K	0.67%	47
2019 Q1	$964K	Sell	7,117 -114	-2%	-$15.1K	0.68%	47
2018 Q4	$919K	Hold	7,231	–	–	0.71%	48
2018 Q3	$1.1M	Buy	7,231 +128	+2%	+$18.1K	0.68%	49
2018 Q2	$1M	Sell	7,103 -11	-0.2%	-$1.64K	0.23%	50
2018 Q1	$1.05M	Buy	7,114 +581	+9%	+$91.7K	0.19%	51
2017 Q4	$1.1M	Buy	6,533 +554	+9%	+$76.8K	0.2%	49
2017 Q3	$746K	Buy	5,979 +1,025	+21%	+$118K	0.16%	54
2017 Q2	$532K	Buy	4,954 +124	+3%	+$12.6K	0.47%	66
2017 Q1	$448K	Buy	4,830 +260	+6%	+$24.6K	0.35%	78
2016 Q4	$406K	Hold	4,570	–	–	0.17%	80
2016 Q3	$406K	Buy	4,570 +90	+2%	+$7.36K	0.17%	80
2016 Q2	$340K	Sell	4,480 -208	-4%	-$15.6K	0.14%	88
2016 Q1	$359K	Buy	4,688 +421	+10%	+$28.2K	0.15%	85
2015 Q4	$248K	Buy	4,267 +287	+7%	+$20.1K	0.16%	100
2015 Q3	$260K	Buy	3,980 +1	+0%	+$76	0.11%	96
2015 Q2	$319K	Buy	3,979 +168	+4%	+$14.4K	0.12%	89
2015 Q1	$305K	Sell	3,811 -1,233	-24%	-$102K	0.08%	90
2014 Q4	$462K	Buy	5,044 +242	+5%	+$23.6K	0.13%	66
2014 Q3	$476K	Buy	4,802 +1,196	+33%	+$127K	0.18%	57
2014 Q2	$392K	Buy	3,606 +1,146	+47%	+$120K	0.19%	66
2014 Q1	$244K	Sell	2,460 -600	-20%	-$56.6K	0.13%	77
2013 Q4	$278K	Sell	3,060 -1,095	-26%	-$93.5K	0.19%	62
2013 Q3	$347K	Buy	4,155 +635	+18%	+$53.7K	0.26%	49
2013 Q2	$290K	Buy	+3,520	New	+$299K	0.06%	108

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atlas Brown's CAT Position: Q2 2026 in Review

Atlas Brown reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $106K and leaving 4,680 shares worth $4.98M. The position accounts for 1.34% of the portfolio, ranked #16.

Atlas Brown first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Atlas Brown held 4,680 shares of Caterpillar worth $4.98M as of Q2 2026.
Atlas Brown sold 121 Caterpillar shares in Q2 2026, an estimated $106K.
Caterpillar made up 1.34% of Atlas Brown's portfolio in Q2 2026, its #16 holding.
Atlas Brown first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.