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Atom Investors’s Caterpillar CAT Stock Holding History

Atom Investors’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 		$1.58M Buy
+1,483
New +$1.3M 0.14% 231
2025
Q4 		– Sell
-2,146
Closed -$1.02M – 608
2025
Q3 		$1.02M Buy
+2,146
New +$916K 0.08% 247
2019
Q2 		– Sell
-7,361
Closed -$997K – 425
2019
Q1 		$997K Sell
7,361
-17,170
-70% -$2.28M 0.08% 179
2018
Q4 		$3.12M Buy
+24,531
New +$3.19M 0.31% 70

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

Atom Investors's CAT Position: Q2 2026 in Review

Atom Investors opened a new position in Caterpillar (CAT) in Q2 2026: 1,483 shares worth $1.58M. The stake represents 0.14% of the portfolio and ranks #231 among its holdings. This is a return to the name: Atom Investors previously reported a position in CAT as recently as Q3 2025.

Atom Investors first reported a position in CAT in Q4 2018 and has held it in 4 quarters since. The position peaked at $3.12M in Q4 2018. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Atom Investors held 1,483 shares of Caterpillar worth $1.58M as of Q2 2026.
  • Caterpillar was a new Atom Investors position in Q2 2026.
  • Caterpillar made up 0.14% of Atom Investors's portfolio in Q2 2026, its #231 holding.
  • Atom Investors first reported a position in Caterpillar in Q4 2018 and has held it in 4 quarters since.
  • Atom Investors's Caterpillar position peaked at $3.12M in Q4 2018.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.