Atwood & Palmer’s Caterpillar CAT Stock Holding History

Atwood & Palmer’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	$2.61M	Sell	2,448 -119	-5%	-$105K	0.14%	65
2026 Q1	$1.82M	Buy	2,567 +2	+0.1%	+$1.39K	0.1%	75
2025 Q4	$1.47M	Hold	2,565	–	–	0.08%	77
2025 Q3	$1.22M	Hold	2,565	–	–	0.07%	79
2025 Q2	$996K	Hold	2,565	–	–	0.06%	87
2025 Q1	$846K	Hold	2,565	–	–	0.06%	89
2024 Q4	$930K	Sell	2,565 -775	-23%	-$301K	0.06%	87
2024 Q3	$1.31M	Hold	3,340	–	–	0.09%	77
2024 Q2	$1.11M	Sell	3,340 -18	-0.5%	-$6.24K	0.08%	77
2024 Q1	$1.23M	Hold	3,358	–	–	0.09%	75
2023 Q4	$993K	Buy	3,358 +200	+6%	+$51.9K	0.08%	82
2023 Q3	$862K	Sell	3,158 -50	-2%	-$13.6K	0.08%	85
2023 Q2	$789K	Hold	3,208	–	–	0.07%	94
2023 Q1	$734K	Hold	3,208	–	–	0.07%	88
2022 Q4	$769K	Hold	3,208	–	–	0.07%	99
2022 Q3	$526K	Hold	3,208	–	–	0.05%	106
2022 Q2	$573K	Sell	3,208 -75	-2%	-$15.8K	0.06%	98
2022 Q1	$732K	Hold	3,283	–	–	0.06%	90
2021 Q4	$679K	Buy	3,283 +15	+0.5%	+$3.02K	0.06%	101
2021 Q3	$627K	Buy	3,268 +75	+2%	+$15.6K	0.06%	95
2021 Q2	$695K	Buy	3,193 +269	+9%	+$62.1K	0.06%	90
2021 Q1	$678K	Buy	2,924 +224	+8%	+$46.4K	0.07%	90
2020 Q4	$491K	Hold	2,700	–	–	0.05%	96
2020 Q3	$403K	Hold	2,700	–	–	0.05%	95
2020 Q2	$342K	Hold	2,700	–	–	0.05%	97
2020 Q1	$313K	Hold	2,700	–	–	0.05%	98
2019 Q4	$399K	Hold	2,700	–	–	0.05%	93
2019 Q3	$341K	Sell	2,700 -40	-1%	-$5.08K	0.05%	97
2019 Q2	$373K	Sell	2,740 -146	-5%	-$19.3K	0.05%	96
2019 Q1	$391K	Hold	2,886	–	–	0.06%	89
2018 Q4	$367K	Buy	2,886 +146	+5%	+$19K	0.06%	89
2018 Q3	$418K	Sell	2,740 -77	-3%	-$10.9K	0.05%	86
2018 Q2	$382K	Buy	2,817 +77	+3%	+$11.5K	0.05%	92
2018 Q1	$404K	Hold	2,740	–	–	0.06%	89
2017 Q4	$432K	Hold	2,740	–	–	0.06%	92
2017 Q3	$342K	Hold	2,740	–	–	0.05%	102
2017 Q2	$294K	Buy	2,740 +40	+1%	+$4.06K	0.05%	109
2017 Q1	$250K	Sell	2,700 -54	-2%	-$5.11K	0.04%	107
2016 Q4	$255K	Hold	2,754	–	–	0.05%	101
2016 Q3	$244K	Buy	2,754 +54	+2%	+$4.42K	0.04%	102
2016 Q2	$205K	Sell	2,700 -405	-13%	-$30.3K	0.04%	109
2016 Q1	$238K	Hold	3,105	–	–	0.04%	103
2015 Q4	$211K	Hold	3,105	–	–	0.04%	121
2015 Q3	$203K	Hold	3,105	–	–	0.04%	119
2015 Q2	$263K	Hold	3,105	–	–	0.05%	111
2015 Q1	$248K	Sell	3,105 -393	-11%	-$32.7K	0.04%	114
2014 Q4	$321K	Sell	3,498 -655	-16%	-$63.8K	0.06%	104
2014 Q3	$411K	Buy	4,153 +285	+7%	+$30.2K	0.08%	98
2014 Q2	$420K	Sell	3,868 -720	-16%	-$75.6K	0.11%	89
2014 Q1	$456K	Hold	4,588	–	–	0.11%	81
2013 Q4	$417K	Hold	4,588	–	–	0.1%	80
2013 Q3	$383K	Sell	4,588 -4,190	-48%	-$354K	0.11%	81
2013 Q2	$724K	Buy	+8,778	New	+$747K	0.2%	55

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Atwood & Palmer's CAT Position: Q2 2026 in Review

Atwood & Palmer reduced its Caterpillar (CAT) stake by 4.6% in Q2 2026, selling an estimated $105K and leaving 2,448 shares worth $2.61M. The position accounts for 0.14% of the portfolio, ranked #65.

Atwood & Palmer first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Atwood & Palmer held 2,448 shares of Caterpillar worth $2.61M as of Q2 2026.
Atwood & Palmer sold 119 Caterpillar shares in Q2 2026, an estimated $105K.
Caterpillar made up 0.14% of Atwood & Palmer's portfolio in Q2 2026, its #65 holding.
Atwood & Palmer first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.