Oasis Advisors’s Caterpillar CAT Stock Holding History

Oasis 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	–	Sell	-1,157	Closed	-$823K	–	82
2026 Q1	$823K	Buy	+1,157	New	+$801K	0.16%	88

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oasis Advisors's CAT Position: Q2 2026 in Review

Oasis Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,157 shares — an estimated $823K sold.

Oasis Advisors first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $823K in Q1 2026. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Oasis Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Oasis Advisors sold 1,157 Caterpillar shares in Q2 2026, an estimated $823K.
Oasis Advisors first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
Oasis Advisors's Caterpillar position peaked at $823K in Q1 2026.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.