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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's CAT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Caterpillar (CAT) stake by 45% in Q2 2025, selling an estimated $4.07M and leaving 14,695 shares worth $5.74M. The position accounts for 0.13% of the portfolio, ranked #187.

Atria Wealth Solutions first reported a position in CAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.8M in Q1 2024. 3,020 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Atria Wealth Solutions held 14,695 shares of Caterpillar worth $5.74M as of Q2 2025.
  • Atria Wealth Solutions sold 12,216 Caterpillar shares in Q2 2025, an estimated $4.07M.
  • Caterpillar made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #187 holding.
  • Atria Wealth Solutions first reported a position in Caterpillar in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Caterpillar position peaked at $15.8M in Q1 2024.
  • 3,020 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.