ATLAS CAPITAL ADVISORS INC.

Position in CAT — Caterpillar Inc

CIK 1434165 JACKSON, WY

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$210,850

+$190,305 QoQ

Shares Held

198

+582.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,819

of 4,045 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $1,799,674 across 5 Farm & Heavy Construction Machinery names. CAT ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	1,238	$785,300
2	OSK	Oshkosh Corp	4,719	$724,272
3	CAT	Caterpillar Inc This page	198	$210,850
4	PCAR	Paccar Inc	597	$71,711
5	AGCO	Agco Corp /De	63	$7,541

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,850	198	+582.8%	Shares	Sole	2026-08-13
2026-03-31	$20,545	29	-21.6%	Shares	Sole	2026-05-11
2025-12-31	$21,196	37	-14.0%	Shares	Sole	2026-02-13
2025-06-30	$16,693	43	-52.7%	Shares	Sole	2025-08-12
2025-03-31	$30,011	91	0.0%	Shares	Sole	2025-05-12
2024-12-31	$33,011	91	-43.8%	Shares	Sole	2025-02-12
2024-09-30	$63,361	162	0.0%	Shares	Sole	2024-11-05
2024-06-30	$53,962	162	-51.1%	Shares	Sole	2024-07-30
2024-03-31	$121,288	331	+1041.4%	Shares	Sole	2024-04-15
2023-12-31	$8,574	29	0.0%	Shares	Sole	2024-02-15
2023-09-30	$7,917	29	0.0%	Shares	Sole	2023-11-14
2023-06-30	$7,135	29	-73.1%	Shares	Sole	2023-08-15
2023-03-31	$24,714	108	+272.4%	Shares	Sole	2023-05-16
2022-12-31	$6,947	29	0.0%	Shares	Sole	2023-02-15
2022-09-30	$4,758	29	-77.5%	Shares	Sole	2022-11-08
2022-06-30	$23,060	129	0.0%	Shares	Sole	2022-08-16
2022-03-31	$28,743	129	-62.7%	Shares	Sole	2022-05-11
2021-12-31	$71,531	346	-30.8%	Shares	Sole	2022-02-01
2021-09-30	$95,984	500	-36.1%	Shares	Sole	2021-10-28
2021-06-30	$170,185	782	+146.7%	Shares	Sole	2021-07-30
2021-03-31	$73,502	317	+46.1%	Shares	Sole	2021-05-10
2020-12-31	$39,498	217	0.0%	Shares	Sole	2021-02-16
2020-06-30	$27,450	217	0.0%	Shares	Sole	2020-07-28
2020-03-31	$25,180	217	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.