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Oak Harvest Investment Services’s Caterpillar CAT Stock Holding History

Oak Harvest Investment Services’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 		$14.9M Buy
13,954
+10,203
+272% +$8.96M 1.39% 16
2026
Q1 		$2.66M Sell
3,751
-107
-3% -$74.1K 0.28% 87
2025
Q4 		$2.21M Sell
3,858
-90
-2% -$50K 0.24% 98
2025
Q3 		$1.88M Sell
3,948
-359
-8% -$153K 0.22% 99
2025
Q2 		$1.67M Sell
4,307
-12
-0.3% -$4K 0.21% 99
2025
Q1 		$1.42M Sell
4,319
-36
-0.8% -$12.8K 0.2% 92
2024
Q4 		$1.58M Buy
4,355
+115
+3% +$44.6K 0.22% 93
2024
Q3 		$1.66M Buy
4,240
+191
+5% +$66K 0.24% 82
2024
Q2 		$1.35M Buy
4,049
+293
+8% +$102K 0.21% 80
2024
Q1 		$1.38M Sell
3,756
-61
-2% -$19.5K 0.22% 78
2023
Q4 		$1.13M Sell
3,817
-25,342
-87% -$6.57M 0.23% 74
2023
Q3 		$7.96M Buy
29,159
+104
+0.4% +$28.2K 1.68% 19
2023
Q2 		$7.15M Buy
29,055
+2,800
+11% +$624K 1.6% 20
2023
Q1 		$6.01M Sell
26,255
-674
-3% -$163K 1.38% 23
2022
Q4 		$6.45M Sell
26,929
-9,123
-25% -$1.99M 1.68% 18
2022
Q3 		$5.92M Buy
36,052
+1,248
+4% +$228K 1.58% 23
2022
Q2 		$6.22M Buy
34,804
+1,797
+5% +$379K 1.68% 22
2022
Q1 		$7.36M Buy
33,007
+2,698
+9% +$566K 1.82% 14
2021
Q4 		$6.27M Buy
30,309
+2,884
+11% +$581K 1.56% 23
2021
Q3 		$5.26M Buy
27,425
+2,885
+12% +$601K 1.54% 26
2021
Q2 		$5.34M Buy
24,540
+823
+3% +$190K 1.76% 16
2021
Q1 		$5.5M Buy
23,717
+1,350
+6% +$279K 2.1% 8
2020
Q4 		$4.07M Buy
+22,367
New +$3.79M 1.75% 21

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Oak Harvest Investment Services's CAT Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Caterpillar (CAT) stake by 272% in Q2 2026, buying an estimated $8.96M and bringing the position to 13,954 shares worth $14.9M. The position accounts for 1.39% of the portfolio, ranked #16.

Oak Harvest Investment Services first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Oak Harvest Investment Services held 13,954 shares of Caterpillar worth $14.9M as of Q2 2026.
  • Oak Harvest Investment Services bought 10,203 Caterpillar shares in Q2 2026, an estimated $8.96M.
  • Caterpillar made up 1.39% of Oak Harvest Investment Services's portfolio in Q2 2026, its #16 holding.
  • Oak Harvest Investment Services first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.