Atria Wealth Solutions’s Caterpillar CAT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.74M	Sell	14,695 -12,216	-45%	-$4.07M	0.13%	187
2025 Q1	$8.87M	Sell	26,911 -6,743	-20%	-$2.4M	0.11%	207
2024 Q4	$12.2M	Sell	33,654 -1,467	-4%	-$569K	0.13%	161
2024 Q3	$13.7M	Sell	35,121 -2,920	-8%	-$1.01M	0.15%	143
2024 Q2	$12.7M	Sell	38,041 -5,126	-12%	-$1.78M	0.14%	152
2024 Q1	$15.8M	Buy	43,167 +4,452	+11%	+$1.42M	0.18%	122
2023 Q4	$11.4M	Sell	38,715 -767	-2%	-$199K	0.14%	151
2023 Q3	$10.8M	Buy	39,482 +1,391	+4%	+$377K	0.15%	145
2023 Q2	$9.37M	Buy	38,091 +857	+2%	+$191K	0.13%	162
2023 Q1	$8.52M	Sell	37,234 -1,456	-4%	-$352K	0.13%	163
2022 Q4	$9.27M	Buy	38,690 +3,660	+10%	+$797K	0.15%	150
2022 Q3	$5.75M	Buy	35,030 +14,824	+73%	+$2.71M	0.1%	206
2022 Q2	$3.61M	Sell	20,206 -7,953	-28%	-$1.68M	0.07%	299
2022 Q1	$6.28M	Buy	+28,159	New	+$5.91M	0.1%	209

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM