OWA
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OakTrust Wealth Advisors’s Caterpillar CAT Stock Holding History

OakTrust 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
2026
Q2 		$397K Hold
373
– – 0.34% 42
2026
Q1 		$264K Sell
373
-81
-18% -$56.1K 0.24% 55
2025
Q4 		$260K Buy
+454
New +$252K 0.24% 60

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

OakTrust Wealth Advisors's CAT Position: Q2 2026 in Review

OakTrust Wealth Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 373 shares worth $397K. The position accounts for 0.34% of the portfolio, ranked #42.

OakTrust Wealth Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,026 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • OakTrust Wealth Advisors held 373 shares of Caterpillar worth $397K as of Q2 2026.
  • OakTrust Wealth Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.34% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • OakTrust Wealth Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,026 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.