ALA
CAT icon

Atlas Legacy Advisors’s Caterpillar CAT Stock Holding History

Atlas Legacy 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 		$1.07M Buy
1,096
+197
+22% +$173K 0.16% 93
2026
Q1 		$640K Sell
899
-149
-14% -$103K 0.12% 112
2025
Q4 		$612K Buy
1,048
+207
+25% +$115K 0.11% 124
2025
Q3 		$401K Buy
841
+255
+44% +$109K 0.08% 140
2025
Q2 		$227K Buy
+586
New +$195K 0.05% 167

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Atlas Legacy Advisors's CAT Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Caterpillar (CAT) stake by 22% in Q2 2026, buying an estimated $173K and bringing the position to 1,096 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #93.

Atlas Legacy Advisors first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Atlas Legacy Advisors held 1,096 shares of Caterpillar worth $1.07M as of Q2 2026.
  • Atlas Legacy Advisors bought 197 Caterpillar shares in Q2 2026, an estimated $173K.
  • Caterpillar made up 0.16% of Atlas Legacy Advisors's portfolio in Q2 2026, its #93 holding.
  • Atlas Legacy Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.