Atomic Invest’s Caterpillar CAT Stock Holding History

Atomic Invest’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	$63.9K	Sell	62 -18	-23%	-$15.8K	0.01%	104
2026 Q1	$53.7K	Buy	80 +7	+10%	+$4.85K	0.03%	99
2025 Q4	$41.9K	Buy	+73	New	+$40.6K	0.02%	92

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Atomic Invest's CAT Position: Q2 2026 in Review

Atomic Invest reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $15.8K and leaving 62 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #104.

Atomic Invest first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Atomic Invest held 62 shares of Caterpillar worth $63.9K as of Q2 2026.
Atomic Invest sold 18 Caterpillar shares in Q2 2026, an estimated $15.8K.
Caterpillar made up 0.01% of Atomic Invest's portfolio in Q2 2026, its #104 holding.
Atomic Invest first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.