Atwater Malick’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 | $40.3M | Sell |
37,866
-155
| -0.4% | -$136K | 8.78% | 2 |
|
|
2026
Q1 | $26.9M | Sell |
38,021
-1,645
| -4% | -$1.14M | 7.28% | 2 |
|
|
2025
Q4 | $22.7M | Sell |
39,666
-1,889
| -5% | -$1.05M | 6.27% | 4 |
|
|
2025
Q3 | $19.8M | Sell |
41,555
-1,285
| -3% | -$549K | 5.76% | 4 |
|
|
2025
Q2 | $16.6M | Buy |
42,840
+100
| +0.2% | +$33.3K | 5.27% | 4 |
|
|
2025
Q1 | $14.1M | Buy |
42,740
+514
| +1% | +$183K | 4.77% | 5 |
|
|
2024
Q4 | $15.3M | Sell |
42,226
-715
| -2% | -$277K | 5.13% | 4 |
|
|
2024
Q3 | $16.8M | Buy |
42,941
+50
| +0.1% | +$17.3K | 5.41% | 4 |
|
|
2024
Q2 | $14.3M | Buy |
42,891
+212
| +0.5% | +$73.5K | 4.92% | 6 |
|
|
2024
Q1 | $15.6M | Buy |
42,679
+213
| +0.5% | +$68.1K | 5.51% | 3 |
|
|
2023
Q4 | $12.6M | Buy |
42,466
+451
| +1% | +$117K | 4.92% | 4 |
|
|
2023
Q3 | $11.5M | Buy |
42,015
+172
| +0.4% | +$46.7K | 5.05% | 3 |
|
|
2023
Q2 | $10.3M | Buy |
41,843
+985
| +2% | +$220K | 4.4% | 6 |
|
|
2023
Q1 | $9.35M | Sell |
40,858
-293
| -0.7% | -$70.8K | 4.38% | 6 |
|
|
2022
Q4 | $9.86M | Buy |
41,151
+354
| +0.9% | +$77.1K | 4.86% | 3 |
|
|
2022
Q3 | $6.69M | Buy |
40,797
+1,159
| +3% | +$212K | 3.74% | 14 |
|
|
2022
Q2 | $7.09M | Buy |
39,638
+688
| +2% | +$145K | 3.73% | 12 |
|
|
2022
Q1 | $8.68M | Buy |
38,950
+810
| +2% | +$170K | 4.19% | 6 |
|
|
2021
Q4 | $7.88M | Buy |
38,140
+793
| +2% | +$160K | 3.66% | 10 |
|
|
2021
Q3 | $7.17M | Buy |
37,347
+1,134
| +3% | +$236K | 3.79% | 10 |
|
|
2021
Q2 | $7.88M | Buy |
36,213
+1,452
| +4% | +$335K | 4.36% | 6 |
|
|
2021
Q1 | $8.06M | Sell |
34,761
-2,248
| -6% | -$465K | 4.95% | 3 |
|
|
2020
Q4 | $6.74M | Buy |
37,009
+131
| +0.4% | +$22.2K | 4.23% | 6 |
|
|
2020
Q3 | $5.5M | Buy |
36,878
+809
| +2% | +$114K | 3.85% | 12 |
|
|
2020
Q2 | $4.56M | Buy |
36,069
+1,117
| +3% | +$132K | 3.59% | 15 |
|
|
2020
Q1 | $4.06M | Buy |
34,952
+836
| +2% | +$107K | 3.89% | 13 |
|
|
2019
Q4 | $5.04M | Buy |
34,116
+1,255
| +4% | +$175K | 4.01% | 9 |
|
|
2019
Q3 | $4.15M | Buy |
32,861
+1,701
| +5% | +$216K | 3.49% | 14 |
|
|
2019
Q2 | $4.25M | Buy |
31,160
+1,163
| +4% | +$154K | 3.9% | 14 |
|
|
2019
Q1 | $4.06M | Buy |
29,997
+1,108
| +4% | +$147K | 3.98% | 13 |
|
|
2018
Q4 | $3.67M | Buy |
+28,889
| New | +$3.76M | 4.11% | 12 |
|
Other funds holding CAT
ECSS
SMDAM
AIM
Atwater Malick's CAT Position: Q2 2026 in Review
Atwater Malick reduced its Caterpillar (CAT) stake by 0.41% in Q2 2026, selling an estimated $136K and leaving 37,866 shares worth $40.3M. The position accounts for 8.78% of the portfolio, ranked #2.
Atwater Malick first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Atwater Malick held 37,866 shares of Caterpillar worth $40.3M as of Q2 2026.
- Atwater Malick sold 155 Caterpillar shares in Q2 2026, an estimated $136K.
- Caterpillar made up 8.78% of Atwater Malick's portfolio in Q2 2026, its #2 holding.
- Atwater Malick first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.