Atria Investments’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 | $20.9M | Buy |
19,582
+2,908
| +17% | +$2.55M | 0.21% | 88 |
|
|
2026
Q1 | $11.8M | Buy |
16,674
+185
| +1% | +$128K | 0.13% | 162 |
|
|
2025
Q4 | $9.45M | Sell |
16,489
-2,446
| -13% | -$1.36M | 0.11% | 205 |
|
|
2025
Q3 | $9.03M | Sell |
18,935
-5,402
| -22% | -$2.31M | 0.1% | 219 |
|
|
2025
Q2 | $9.45M | Sell |
24,337
-7,496
| -24% | -$2.5M | 0.11% | 204 |
|
|
2025
Q1 | $10.5M | Buy |
31,833
+1,092
| +4% | +$389K | 0.13% | 176 |
|
|
2024
Q4 | $11.2M | Sell |
30,741
-3,112
| -9% | -$1.21M | 0.14% | 169 |
|
|
2024
Q3 | $13.2M | Sell |
33,853
-9,193
| -21% | -$3.17M | 0.16% | 133 |
|
|
2024
Q2 | $14.3M | Sell |
43,046
-2,683
| -6% | -$930K | 0.19% | 115 |
|
|
2024
Q1 | $16.8M | Buy |
45,729
+3,299
| +8% | +$1.05M | 0.23% | 89 |
|
|
2023
Q4 | $12.5M | Sell |
42,430
-1,131
| -3% | -$293K | 0.19% | 119 |
|
|
2023
Q3 | $11.9M | Buy |
43,561
+2,203
| +5% | +$598K | 0.21% | 100 |
|
|
2023
Q2 | $10.2M | Sell |
41,358
-222
| -0.5% | -$49.5K | 0.18% | 127 |
|
|
2023
Q1 | $9.52M | Buy |
41,580
+1,257
| +3% | +$304K | 0.18% | 138 |
|
|
2022
Q4 | $9.66M | Buy |
40,323
+3,811
| +10% | +$830K | 0.2% | 122 |
|
|
2022
Q3 | $5.99M | Sell |
36,512
-5,428
| -13% | -$992K | 0.13% | 189 |
|
|
2022
Q2 | $7.5M | Sell |
41,940
-7,726
| -16% | -$1.63M | 0.16% | 157 |
|
|
2022
Q1 | $11.1M | Buy |
49,666
+3,624
| +8% | +$760K | 0.19% | 128 |
|
|
2021
Q4 | $9.52M | Buy |
46,042
+4,200
| +10% | +$846K | 0.17% | 143 |
|
|
2021
Q3 | $8.03M | Sell |
41,842
-1,017
| -2% | -$212K | 0.15% | 156 |
|
|
2021
Q2 | $9.33M | Sell |
42,859
-1,149
| -3% | -$265K | 0.18% | 127 |
|
|
2021
Q1 | $10.2M | Buy |
44,008
+12,116
| +38% | +$2.51M | 0.23% | 103 |
|
|
2020
Q4 | $5.8M | Buy |
31,892
+3,924
| +14% | +$665K | 0.14% | 173 |
|
|
2020
Q3 | $4.17M | Buy |
27,968
+4,974
| +22% | +$699K | 0.13% | 186 |
|
|
2020
Q2 | $2.91M | Buy |
+22,994
| New | +$2.73M | 0.1% | 240 |
|
|
2020
Q1 | – | Sell |
-19,443
| Closed | -$2.87M | – | 640 |
|
|
2019
Q4 | $2.87M | Buy |
19,443
+9,184
| +90% | +$1.28M | 0.08% | 224 |
|
|
2019
Q3 | $1.3M | Buy |
10,259
+104
| +1% | +$13.2K | 0.05% | 340 |
|
|
2019
Q2 | $1.18M | Sell |
10,155
-1,673
| -14% | -$221K | 0.04% | 364 |
|
|
2019
Q1 | $1.6M | Buy |
11,828
+5,439
| +85% | +$722K | 0.07% | 244 |
|
|
2018
Q4 | $812K | Sell |
6,389
-1,459
| -19% | -$190K | 0.04% | 356 |
|
|
2018
Q3 | $1.2M | Sell |
7,848
-2,334
| -23% | -$330K | 0.05% | 351 |
|
|
2018
Q2 | $1.38M | Buy |
10,182
+1,040
| +11% | +$155K | 0.06% | 307 |
|
|
2018
Q1 | $1.35M | Buy |
9,142
+2,406
| +36% | +$380K | 0.07% | 275 |
|
|
2017
Q4 | $1.06M | Sell |
6,736
-20,203
| -75% | -$2.8M | 0.05% | 328 |
|
|
2017
Q3 | $3.36M | Sell |
26,939
-1,590
| -6% | -$183K | 0.18% | 106 |
|
|
2017
Q2 | $3.07M | Sell |
28,529
-1,125
| -4% | -$114K | 0.19% | 99 |
|
|
2017
Q1 | $2.75M | Buy |
29,654
+8,236
| +38% | +$780K | 0.18% | 113 |
|
|
2016
Q4 | $1.99M | Buy |
21,418
+6,812
| +47% | +$617K | 0.15% | 133 |
|
|
2016
Q3 | $1.3M | Buy |
14,606
+3,443
| +31% | +$282K | 0.12% | 155 |
|
|
2016
Q2 | $857K | Buy |
11,163
+3,252
| +41% | +$244K | 0.09% | 182 |
|
|
2016
Q1 | $605K | Buy |
+7,911
| New | +$531K | 0.07% | 211 |
|
|
2015
Q4 | – | Sell |
-3,503
| Closed | -$229K | – | 400 |
|
|
2015
Q3 | $229K | Sell |
3,503
-568
| -14% | -$43.4K | 0.03% | 309 |
|
|
2015
Q2 | $345K | Sell |
4,071
-418
| -9% | -$35.9K | 0.04% | 298 |
|
|
2015
Q1 | $359K | Buy |
4,489
+624
| +16% | +$51.9K | 0.04% | 291 |
|
|
2014
Q4 | $354K | Sell |
3,865
-152
| -4% | -$14.8K | 0.04% | 303 |
|
|
2014
Q3 | $398K | Buy |
4,017
+835
| +26% | +$88.5K | 0.04% | 312 |
|
|
2014
Q2 | $346K | Sell |
3,182
-65
| -2% | -$6.82K | 0.03% | 317 |
|
|
2014
Q1 | $323K | Sell |
3,247
-125
| -4% | -$11.8K | 0.03% | 351 |
|
|
2013
Q4 | $306K | Sell |
3,372
-212
| -6% | -$18.1K | 0.03% | 370 |
|
|
2013
Q3 | $299K | Sell |
3,584
-1,275
| -26% | -$108K | 0.03% | 370 |
|
|
2013
Q2 | $401K | Buy |
+4,859
| New | +$413K | 0.05% | 226 |
|
Other funds holding CAT
Atria Investments's CAT Position: Q2 2026 in Review
Atria Investments increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $2.55M and bringing the position to 19,582 shares worth $20.9M. The position accounts for 0.21% of the portfolio, ranked #88.
Atria Investments first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Atria Investments held 19,582 shares of Caterpillar worth $20.9M as of Q2 2026.
- Atria Investments bought 2,908 Caterpillar shares in Q2 2026, an estimated $2.55M.
- Caterpillar made up 0.21% of Atria Investments's portfolio in Q2 2026, its #88 holding.
- Atria Investments first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.