SEC 13F Intelligence

Atwater Malick LLC / CAT

Atwater Malick LLC’s Caterpillar Inc Position

Does Atwater Malick LLC own Caterpillar Inc (CAT)? Yes — 38.0K shares worth $27M (+7.28% of its 13F portfolio) as of Q1 2026, down from 39.7K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
38.0K
% of Portfolio
+7.28%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $8MQ3 ’21: $7MQ4 ’21: $8MQ1 ’22: $9MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ4 ’22: $10MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ4 ’23: $13MQ1 ’24: $16MQ1 ’24Q2 ’24: $14MQ3 ’24: $17MQ4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $17MQ3 ’25: $20MQ4 ’25: $23MQ1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.0K$27M+7.28%
Q4 202539.7K$23M+6.27%
Q3 202541.6K$20M+5.76%
Q2 202542.8K$17M+5.27%
Q1 202542.7K$14M+4.77%
Q4 202442.2K$15M+5.13%
Q3 202442.9K$17M+5.41%
Q2 202442.9K$14M+4.92%
Q1 202442.7K$16M+5.51%
Q4 202342.5K$13M+4.92%
Q3 202342.0K$11M+5.05%
Q2 202341.8K$10M+4.40%
Q1 202340.9K$9M+4.38%
Q4 202241.2K$10M+4.86%
Q3 202240.8K$7M+3.74%
Q2 202239.6K$7M+3.73%
Q1 202239.0K$9M+4.19%
Q4 202138.1K$8M+3.66%
Q3 202137.3K$7M+3.79%
Q2 202136.2K$8M+4.36%
Q1 202134.8K$8M+4.95%
Q4 202037.0K$7M+4.23%
Q3 202036.9K$6M+3.85%
Q2 202036.1K$5M+3.59%
Q1 202035.0K$4M+3.89%
Q4 201934.1K$5M+4.01%
Q3 201932.9K$4M+3.49%
Q2 201931.2K$4M+3.90%
Q1 201930.0K$4M+3.98%

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