Altar Rock LLC’s Caterpillar CAT Stock Holding History

Altar Rock LLC’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	$361K	Sell	339 -16	-5%	-$14.1K	0.53%	33
2026 Q1	$252K	Sell	355 -1	-0.3%	-$693	0.3%	80
2025 Q4	$204K	Buy	+356	New	+$198K	0.24%	133

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Altar Rock LLC's CAT Position: Q2 2026 in Review

Altar Rock LLC reduced its Caterpillar (CAT) stake by 4.5% in Q2 2026, selling an estimated $14.1K and leaving 339 shares worth $361K. The position accounts for 0.53% of the portfolio, ranked #33.

Altar Rock LLC first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,065 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Altar Rock LLC held 339 shares of Caterpillar worth $361K as of Q2 2026.
Altar Rock LLC sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
Caterpillar made up 0.53% of Altar Rock LLC's portfolio in Q2 2026, its #33 holding.
Altar Rock LLC first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,065 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.