SEC 13F Intelligence

American Trust Investment Advisors, LLC / CAT

American Trust Investment Advisors, LLC’s Caterpillar Inc Position

Does American Trust Investment Advisors, LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 18.8K shares worth $2M in Q3 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2019
Shares
18.8K
% of Portfolio
+1.82%
Quarters Held
4
position exited

Position History CAT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $2MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201918.8K$2M+1.82%
Q2 201919.1K$3M+2.02%
Q1 201920.0K$3M+2.08%
Q4 201820.2K$3M+2.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of CAT.