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Oak Hill Wealth Advisors’s Caterpillar CAT Stock Holding History

Oak Hill Wealth Advisors’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
2025
Q3 		$1.06M Hold
2,219
– – 0.2% 66
2025
Q2 		$875K Buy
2,219
+250
+13% +$83.3K 0.18% 66
2025
Q1 		$649K Buy
1,969
+50
+3% +$17.8K 0.15% 70
2024
Q4 		$696K Buy
+1,919
New +$744K 0.17% 62
2024
Q3 		– Sell
-1,684
Closed -$582K – 142
2024
Q2 		$561K Buy
+1,684
New +$584K 0.17% 58
2024
Q1 		– Sell
-1,934
Closed -$618K – 129
2023
Q4 		$572K Hold
1,934
– – 0.2% 56
2023
Q3 		$528K Buy
1,934
+36
+2% +$9.77K 0.2% 56
2023
Q2 		$467K Hold
1,898
– – 0.17% 62
2023
Q1 		$434K Sell
1,898
-200
-10% -$48.4K 0.17% 70
2022
Q4 		$503K Buy
+2,098
New +$457K 0.21% 64

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's CAT Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Caterpillar (CAT) position steady in Q3 2025 at 2,219 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #66.

Oak Hill Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,219 shares of Caterpillar worth $1.06M as of Q3 2025.
  • Oak Hill Wealth Advisors left its Caterpillar share count unchanged in Q3 2025.
  • Caterpillar made up 0.2% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #66 holding.
  • Oak Hill Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.