Atria Investments, Inc

Position in CAT — Caterpillar Inc

CIK 1535865 Charlotte, NC

Position in CAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$20,852,871

+$9,040,009 QoQ

Shares Held

19,582

+17.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#555

of 4,045 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Atria Investments, Inc holds $34,671,961 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	19,582	$20,852,871
2	DE	Deere & Co	15,556	$9,867,637
3	OSK	Oshkosh Corp	7,391	$1,134,370
4	FSS	Federal Signal Corp /De/	5,897	$757,705
5	AGCO	Agco Corp /De	6,202	$742,379
6	PCAR	Paccar Inc	5,015	$602,401
7	CNH	CNH Industrial N.V.	35,457	$398,182
8	TEX	Terex Corp	4,371	$316,416

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,852,871	19,582	+17.4%	Shares	Sole	2026-07-28
2026-03-31	$11,812,862	16,674	+1.1%	Shares	Sole	2026-05-05
2025-12-31	$9,446,053	16,489	-12.9%	Shares	Sole	2026-02-05
2025-09-30	$9,034,835	18,935	-22.2%	Shares	Sole	2025-11-06
2025-06-30	$9,447,866	24,337	-23.5%	Shares	Sole	2025-08-04
2025-03-31	$10,498,523	31,833	+3.6%	Shares	Sole	2025-05-06
2024-12-31	$11,151,605	30,741	-9.2%	Shares	Sole	2025-02-06
2024-09-30	$13,240,585	33,853	-21.4%	Shares	Sole	2024-11-01
2024-06-30	$14,338,622	43,046	-5.9%	Shares	Sole	2024-08-13
2024-03-31	$16,756,477	45,729	+7.8%	Shares	Sole	2024-05-21
2023-12-31	$12,545,278	42,430	-2.6%	Shares	Sole	2024-02-14
2023-09-30	$11,892,153	43,561	+5.3%	Shares	Sole	2023-11-07
2023-06-30	$10,176,135	41,358	-0.5%	Shares	Sole	2023-08-04
2023-03-31	$9,515,167	41,580	+3.1%	Shares	Sole	2023-05-10
2022-12-31	$9,659,777	40,323	+10.4%	Shares	Sole	2023-01-31
2022-09-30	$5,990,888	36,512	-12.9%	Shares	Sole	2022-11-01
2022-06-30	$7,497,194	41,940	-15.6%	Shares	Sole	2022-08-11
2022-03-31	$11,066,578	49,666	+7.9%	Shares	Sole	2022-05-02
2021-12-31	$9,518,723	46,042	+10.0%	Shares	Sole	2022-02-04
2021-09-30	$8,032,408	41,842	-2.4%	Shares	Sole	2021-11-16
2021-06-30	$9,327,404	42,859	-2.6%	Shares	Sole	2021-08-10
2021-03-31	$10,204,134	44,008	+38.0%	Shares	Sole	2021-05-11
2020-12-31	$5,804,981	31,892	+14.0%	Shares	Sole	2021-02-12
2020-09-30	$4,171,427	27,968	+21.6%	Shares	Sole	2020-11-05
2020-06-30	$2,908,741	22,994	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.