AWM
CAT icon

Atticus Wealth Management’s Caterpillar CAT Stock Holding History

Atticus Wealth Management’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 		$400K Buy
376
+65
+21% +$57.1K 0.1% 130
2026
Q1 		$220K Buy
+311
New +$215K 0.06% 172
2025
Q3 		– Sell
-310
Closed -$120K – 267
2025
Q2 		$120K Buy
310
+4
+1% +$1.33K 0.03% 228
2025
Q1 		$101K Hold
306
– – 0.03% 160
2024
Q4 		$111K Sell
306
-4
-1% -$1.55K 0.03% 156
2024
Q3 		$121K Sell
310
-6
-2% -$2.07K 0.04% 155
2024
Q2 		$105K Buy
316
+9
+3% +$3.12K 0.03% 161
2024
Q1 		$112K Sell
307
-49
-14% -$15.7K 0.04% 155
2023
Q4 		$105K Hold
356
– – 0.04% 160
2023
Q3 		$97.2K Hold
356
– – 0.04% 178
2023
Q2 		$87.6K Sell
356
-10
-3% -$2.23K 0.03% 192
2023
Q1 		$83.8K Sell
366
-97
-21% -$23.4K 0.03% 192
2022
Q4 		$111K Sell
463
-14
-3% -$3.05K 0.05% 171
2022
Q3 		$85K Hold
477
– – 0.04% 177
2022
Q2 		$85K Buy
477
+443
+1,303% +$93.4K 0.04% 197
2022
Q1 		$8K Buy
34
+4
+13% +$839 ﹤0.01% 420
2021
Q4 		$6K Sell
30
-21
-41% -$4.23K ﹤0.01% 379
2021
Q3 		$10K Sell
51
-623
-92% -$130K ﹤0.01% 341
2021
Q2 		$147K Sell
674
-10
-1% -$2.31K 0.06% 136
2021
Q1 		$158K Buy
684
+34
+5% +$7.04K 0.08% 121
2020
Q4 		$118K Buy
650
+1
+0.2% +$170 0.06% 144
2020
Q3 		$97K Buy
+649
New +$91.2K 0.06% 139
2020
Q1 		– Sell
-3
Closed – – 327
2019
Q4 		$0 Buy
+3
New +$419 ﹤0.01% 388

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Atticus Wealth Management's CAT Position: Q2 2026 in Review

Atticus Wealth Management increased its Caterpillar (CAT) stake by 21% in Q2 2026, buying an estimated $57.1K and bringing the position to 376 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #130.

Atticus Wealth Management first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Atticus Wealth Management held 376 shares of Caterpillar worth $400K as of Q2 2026.
  • Atticus Wealth Management bought 65 Caterpillar shares in Q2 2026, an estimated $57.1K.
  • Caterpillar made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Atticus Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.