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Oak Barrel Wealth Advisory’s Caterpillar CAT Stock Holding History

Oak Barrel Wealth Advisory’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
+273
New +$240K 0.13% 70

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Oak Barrel Wealth Advisory's CAT Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Caterpillar (CAT) in Q2 2026: 273 shares worth $291K. The stake represents 0.13% of the portfolio and ranks #70 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Oak Barrel Wealth Advisory held 273 shares of Caterpillar worth $291K as of Q2 2026.
  • Caterpillar was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Caterpillar made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #70 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.