Atlas Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $211K | Buy |
198
+169
| +583% | +$148K | 0.02% | 457 |
|
|
2026
Q1 | $20.5K | Sell |
29
-8
| -22% | -$5.54K | ﹤0.01% | 750 |
|
|
2025
Q4 | $21.2K | Buy |
+37
| New | +$20.6K | ﹤0.01% | 710 |
|
|
2025
Q2 | $16.7K | Sell |
43
-48
| -53% | -$16K | ﹤0.01% | 726 |
|
|
2025
Q1 | $30K | Hold |
91
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $33K | Sell |
91
-71
| -44% | -$27.5K | ﹤0.01% | 664 |
|
|
2024
Q3 | $63.4K | Hold |
162
| – | – | 0.01% | 550 |
|
|
2024
Q2 | $54K | Sell |
162
-169
| -51% | -$58.6K | 0.01% | 583 |
|
|
2024
Q1 | $121K | Buy |
331
+302
| +1,041% | +$96.5K | 0.02% | 447 |
|
|
2023
Q4 | $8.57K | Hold |
29
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $7.92K | Hold |
29
| – | – | ﹤0.01% | 728 |
|
|
2023
Q2 | $7.13K | Sell |
29
-79
| -73% | -$17.6K | ﹤0.01% | 764 |
|
|
2023
Q1 | $24.7K | Buy |
108
+79
| +272% | +$19.1K | ﹤0.01% | 653 |
|
|
2022
Q4 | $6.95K | Hold |
29
| – | – | ﹤0.01% | 763 |
|
|
2022
Q3 | $4.76K | Sell |
29
-100
| -78% | -$18.3K | ﹤0.01% | 775 |
|
|
2022
Q2 | $23.1K | Hold |
129
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $28.7K | Sell |
129
-217
| -63% | -$45.5K | ﹤0.01% | 597 |
|
|
2021
Q4 | $71.5K | Sell |
346
-154
| -31% | -$31K | 0.01% | 490 |
|
|
2021
Q3 | $96K | Sell |
500
-282
| -36% | -$58.7K | 0.02% | 449 |
|
|
2021
Q2 | $170K | Buy |
782
+465
| +147% | +$107K | 0.03% | 377 |
|
|
2021
Q1 | $73.5K | Buy |
317
+100
| +46% | +$20.7K | 0.01% | 458 |
|
|
2020
Q4 | $39.5K | Buy |
+217
| New | +$36.8K | 0.01% | 485 |
|
|
2020
Q3 | – | Sell |
-217
| Closed | -$27.5K | – | 357 |
|
|
2020
Q2 | $27.5K | Hold |
217
| – | – | 0.01% | 524 |
|
|
2020
Q1 | $25.2K | Hold |
217
| – | – | 0.01% | 497 |
|
|
2019
Q4 | $32K | Hold |
217
| – | – | 0.01% | 503 |
|
|
2019
Q3 | $27.4K | Hold |
217
| – | – | 0.01% | 505 |
|
|
2019
Q2 | $29.6K | Hold |
217
| – | – | 0.01% | 525 |
|
|
2019
Q1 | $29.4K | Sell |
217
-2,155
| -91% | -$286K | 0.01% | 454 |
|
|
2018
Q4 | $301K | Hold |
2,372
| – | – | 0.12% | 210 |
|
|
2018
Q3 | $375K | Sell |
2,372
-601
| -20% | -$85K | 0.13% | 209 |
|
|
2018
Q2 | $413K | Sell |
2,973
-2,362
| -44% | -$353K | 0.15% | 183 |
|
|
2018
Q1 | $786K | Buy |
+5,335
| New | +$842K | 0.24% | 126 |
|
Other funds holding CAT
Atlas Capital Advisors's CAT Position: Q2 2026 in Review
Atlas Capital Advisors increased its Caterpillar (CAT) stake by 583% in Q2 2026, buying an estimated $148K and bringing the position to 198 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #457.
Atlas Capital Advisors first reported a position in CAT in Q1 2018 and has held it in 32 quarters since. The position peaked at $786K in Q1 2018. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Atlas Capital Advisors held 198 shares of Caterpillar worth $211K as of Q2 2026.
- Atlas Capital Advisors bought 169 Caterpillar shares in Q2 2026, an estimated $148K.
- Caterpillar made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #457 holding.
- Atlas Capital Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 32 quarters since.
- Atlas Capital Advisors's Caterpillar position peaked at $786K in Q1 2018.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.