Oarsman Capital’s Caterpillar CAT Stock Holding History

Oarsman Capital’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 Q1	$5.47M	Buy	7,726 +200	+3%	+$139K	0.68%	25
2025 Q4	$4.31M	Sell	7,526 -73	-1%	-$40.6K	0.56%	29
2025 Q3	$3.63M	Sell	7,599 -10	-0.1%	-$4.27K	0.51%	35
2025 Q2	$2.95M	Buy	7,609 +28	+0.4%	+$9.33K	0.46%	38
2025 Q1	$2.5M	Buy	7,581 +168	+2%	+$59.8K	0.45%	44
2024 Q4	$2.69M	Buy	7,413 +291	+4%	+$113K	0.47%	38
2024 Q3	$2.79M	Buy	7,122 +293	+4%	+$101K	0.51%	36
2024 Q2	$2.27M	Buy	6,829 +304	+5%	+$105K	0.5%	42
2024 Q1	$2.39M	Sell	6,525 -1,240	-16%	-$396K	0.57%	37
2023 Q4	$2.3M	Buy	7,765 +237	+3%	+$61.5K	0.61%	40
2023 Q3	$2.06M	Buy	7,528 +638	+9%	+$173K	0.86%	27
2023 Q2	$1.7M	Sell	6,890 -204	-3%	-$45.5K	0.74%	36
2023 Q1	$1.62M	Sell	7,094 -12	-0.2%	-$2.9K	0.76%	35
2022 Q4	$1.7M	Sell	7,106 -40	-0.6%	-$8.71K	0.87%	32
2022 Q3	$1.17M	Buy	7,146 +161	+2%	+$29.4K	0.63%	45
2022 Q2	$1.25M	Sell	6,985 -1,223	-15%	-$258K	0.62%	46
2022 Q1	$1.83M	Buy	8,208 +1,364	+20%	+$286K	0.71%	42
2021 Q4	$1.42M	Sell	6,844 -1,000	-13%	-$201K	0.56%	57
2021 Q3	$1.51M	Buy	7,844 +55	+0.7%	+$11.5K	0.61%	52
2021 Q2	$1.7M	Sell	7,789 -930	-11%	-$215K	0.67%	46
2021 Q1	$2.02M	Sell	8,719 -3,068	-26%	-$635K	0.87%	28
2020 Q4	$2.15M	Sell	11,787 -4,035	-26%	-$684K	0.83%	35
2020 Q3	$2.36M	Buy	15,822 +6,751	+74%	+$948K	1.06%	24
2020 Q2	$1.15M	Buy	9,071 +2,147	+31%	+$255K	0.57%	53
2020 Q1	$803K	Buy	6,924 +3,124	+82%	+$399K	0.74%	45
2019 Q4	$561K	Buy	3,800 +295	+8%	+$41.2K	0.26%	94
2019 Q3	$443K	Sell	3,505 -250	-7%	-$31.8K	0.21%	110
2019 Q2	$512K	Hold	3,755	–	–	0.23%	102
2019 Q1	$509K	Buy	3,755 +50	+1%	+$6.64K	0.24%	104
2018 Q4	$471K	Sell	3,705 -70	-2%	-$9.11K	0.24%	103
2018 Q3	$576K	Sell	3,775 -325	-8%	-$46K	0.23%	100
2018 Q2	$556K	Hold	4,100	–	–	0.25%	102
2018 Q1	$604K	Sell	4,100 -255	-6%	-$40.3K	0.27%	101
2017 Q4	$686K	Buy	4,355 +100	+2%	+$13.9K	0.3%	94
2017 Q3	$531K	Buy	4,255 +350	+9%	+$40.3K	0.22%	103
2017 Q2	$420K	Sell	3,905 -450	-10%	-$45.7K	0.19%	130
2017 Q1	$404K	Buy	4,355 +1,245	+40%	+$118K	0.19%	131
2016 Q4	$288K	Sell	3,110 -1,780	-36%	-$161K	0.19%	131
2016 Q3	$434K	Sell	4,890 -45	-0.9%	-$3.68K	0.22%	114
2016 Q2	$374K	Sell	4,935 -400	-7%	-$30K	0.19%	132
2016 Q1	$408K	Sell	5,335 -200	-4%	-$13.4K	0.22%	120
2015 Q4	$376K	Sell	5,535 -980	-15%	-$68.5K	0.21%	129
2015 Q3	$426K	Buy	6,515 +265	+4%	+$20.3K	0.25%	113
2015 Q2	$530K	Sell	6,250 -50	-0.8%	-$4.3K	0.36%	91
2015 Q1	$504K	Buy	6,300 +485	+8%	+$40.3K	0.35%	96
2014 Q4	$532K	Sell	5,815 -700	-11%	-$68.1K	0.38%	90
2014 Q3	$645K	Buy	6,515 +480	+8%	+$50.9K	0.48%	79
2014 Q2	$656K	Hold	6,035	–	–	0.48%	79
2014 Q1	$600K	Sell	6,035 -50	-0.8%	-$4.71K	0.46%	81
2013 Q4	$553K	Sell	6,085 -100	-2%	-$8.54K	0.44%	86
2013 Q3	$516K	Sell	6,185 -2,292	-27%	-$194K	0.45%	90
2013 Q2	$699K	Buy	+8,477	New	+$721K	0.66%	53

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oarsman Capital's CAT Position: Q1 2026 in Review

Oarsman Capital increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $139K and bringing the position to 7,726 shares worth $5.47M. The position accounts for 0.68% of the portfolio, ranked #25.

Oarsman Capital first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Oarsman Capital held 7,726 shares of Caterpillar worth $5.47M as of Q1 2026.
Oarsman Capital bought 200 Caterpillar shares in Q1 2026, an estimated $139K.
Caterpillar made up 0.68% of Oarsman Capital's portfolio in Q1 2026, its #25 holding.
Oarsman Capital first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.