Oak Harbor Wealth Partners
CAT icon

Oak Harbor Wealth Partners’s Caterpillar CAT Stock Holding History

Oak Harbor Wealth Partners’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
Q3 		$12.7M Sell
15,633
-120
-0.8% -$102K 4.71% 2
2026
Q2 		$16.8M Sell
15,753
-310
-2% -$272K 6.25% 1
2026
Q1 		$11.4M Sell
16,063
-1,586
-9% -$1.1M 2.66% 5
2025
Q4 		$10.1M Sell
17,649
-64
-0.4% -$35.6K 2.43% 6
2025
Q3 		$8.45M Hold
17,713
– – 2.09% 9
2025
Q2 		$6.88M Hold
17,713
– – 1.86% 11
2025
Q1 		$5.84M Hold
17,713
– – 1.67% 14
2024
Q4 		$6.43M Sell
17,713
-22
-0.1% -$8.53K 1.86% 12
2024
Q3 		$6.94M Buy
17,735
+3
+0% +$1.04K 1.98% 9
2024
Q2 		$5.91M Buy
17,732
+3
+0% +$1.04K 1.86% 14
2024
Q1 		$6.5M Buy
17,729
+2
+0% +$639 2.02% 13
2023
Q4 		$5.24M Sell
17,727
-38
-0.2% -$9.9K 1.76% 15
2023
Q3 		$4.85M Buy
17,765
+3
+0% +$814 1.72% 15
2023
Q2 		$4.37M Sell
17,762
-10
-0.1% -$2.23K 1.49% 17
2023
Q1 		$4.07M Sell
17,772
-43
-0.2% -$10.4K 1.48% 17
2022
Q4 		$4.27M Buy
17,815
+3
+0% +$653 1.63% 16
2022
Q3 		$2.92M Buy
17,812
+4
+0% +$731 1.14% 23
2022
Q2 		$3.18M Buy
17,808
+3
+0% +$632 1.27% 21
2022
Q1 		$3.97M Buy
17,805
+3,931
+28% +$824K 1.3% 21
2021
Q4 		$2.87M Buy
+13,874
New +$2.79M 0.99% 31

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Oak Harbor Wealth Partners's CAT Position: Q3 2026 in Review

Oak Harbor Wealth Partners reduced its Caterpillar (CAT) stake by 0.76% in Q3 2026, selling an estimated $102K and leaving 15,633 shares worth $12.7M. The position accounts for 4.71% of the portfolio, ranked #2.

Oak Harbor Wealth Partners first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $16.8M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Oak Harbor Wealth Partners held 15,633 shares of Caterpillar worth $12.7M as of Q3 2026.
  • Oak Harbor Wealth Partners sold 120 Caterpillar shares in Q3 2026, an estimated $102K.
  • Caterpillar made up 4.71% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Oak Harbor Wealth Partners first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Oak Harbor Wealth Partners's Caterpillar position peaked at $16.8M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.