Atomic Invest
CAT icon

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
Q3 		$47.6K Sell
59
-3
-5% -$2.54K 0.01% 160
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Atomic Invest's CAT Position: Q3 2026 in Review

Atomic Invest reduced its Caterpillar (CAT) stake by 4.8% in Q3 2026, selling an estimated $2.54K and leaving 59 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #160.

Atomic Invest first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $63.9K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Atomic Invest held 59 shares of Caterpillar worth $47.6K as of Q3 2026.
  • Atomic Invest sold 3 Caterpillar shares in Q3 2026, an estimated $2.54K.
  • Caterpillar made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #160 holding.
  • Atomic Invest first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Caterpillar position peaked at $63.9K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.