ATALANTA SOSNOFF CAPITAL, LLC

Position in CAT — Caterpillar Inc

CIK 700529 New York, NY

Position in CAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$187,430,918

+$86,658,861 QoQ

Shares Held

176,008

+23.7% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

3.31%

of 13F equity value

Holder Rank

#163

of 4,031 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

ATALANTA SOSNOFF CAPITAL, LLC holds $235,714,713 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	176,008	$187,430,918
2	PCAR	Paccar Inc	401,963	$48,283,795

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,430,918	176,008	+23.7%	Shares	Sole	2026-08-12
2026-03-31	$100,772,057	142,241	+9.0%	Shares	Sole	2026-05-15
2025-12-31	$74,730,891	130,450	+127.9%	Shares	Sole	2026-02-13
2024-09-30	$22,383,797	57,230	-64.3%	Shares	Sole	2024-11-14
2023-09-30	$43,755,621	160,277	+5.1%	Shares	Defined	2023-11-13
2023-06-30	$37,512,044	152,457	+7215.6%	Shares	Defined	2023-08-07
2023-03-31	$476,902	2,084	-3.6%	Shares	Sole	2023-05-11
2022-12-31	$517,928	2,162	+38.5%	Shares	Sole	2023-05-22
2022-09-30	$256,128	1,561	+1.0%	Shares	Sole	2022-10-12
2022-06-30	$276,362	1,546	-2.4%	Shares	Sole	2022-07-14
2022-03-31	$352,946	1,584	+40.1%	Shares	Sole	2022-04-11
2021-12-31	$233,822	1,131	+3.3%	Shares	Sole	2022-01-25
2021-09-30	$210,207	1,095	-6.4%	Shares	Sole	2021-10-14
2021-06-30	$254,627	1,170	-98.6%	Shares	Sole	2021-07-13
2021-03-31	$19,846,912	85,595	+141.6%	Shares	Sole	2021-04-20
2020-12-31	$6,448,786	35,429	-41.2%	Shares	Sole	2021-01-14
2020-09-30	$8,979,575	60,205	-25.9%	Shares	Sole	2020-10-14
2020-06-30	$10,274,456	81,221	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.