ORI
CAT icon

Oak Ridge Investments’s Caterpillar CAT Stock Holding History

Oak Ridge Investments’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 		$22.1M Buy
20,755
+7,116
+52% +$6.25M 1.25% 17
2026
Q1 		$9.66M Buy
+13,639
New +$9.45M 0.64% 32

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Oak Ridge Investments's CAT Position: Q2 2026 in Review

Oak Ridge Investments increased its Caterpillar (CAT) stake by 52% in Q2 2026, buying an estimated $6.25M and bringing the position to 20,755 shares worth $22.1M. The position accounts for 1.25% of the portfolio, ranked #17.

Oak Ridge Investments first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,247 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Oak Ridge Investments held 20,755 shares of Caterpillar worth $22.1M as of Q2 2026.
  • Oak Ridge Investments bought 7,116 Caterpillar shares in Q2 2026, an estimated $6.25M.
  • Caterpillar made up 1.25% of Oak Ridge Investments's portfolio in Q2 2026, its #17 holding.
  • Oak Ridge Investments first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.