Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Caterpillar CAT Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$1.65M Buy
2,040
+13
+0.6% +$11K 0.07% 91
2026
Q2 		$2.16M Sell
2,027
-65
-3% -$57.1K 0.09% 78
2026
Q1 		$1.48M Buy
2,092
+55
+3% +$38.1K 0.07% 90
2025
Q4 		$1.17M Sell
2,037
-31
-1% -$17.2K 0.05% 103
2025
Q3 		$987K Sell
2,068
-8
-0.4% -$3.42K 0.05% 109
2025
Q2 		$806K Buy
2,076
+107
+5% +$35.7K 0.04% 121
2025
Q1 		$649K Buy
1,969
+1,304
+196% +$464K 0.03% 129
2024
Q4 		$241K Sell
665
-4,156
-86% -$1.61M 0.01% 227
2024
Q3 		$1.89M Buy
4,821
+74
+2% +$25.6K 0.1% 77
2024
Q2 		$1.58M Buy
4,747
+4,085
+617% +$1.42M 0.09% 81
2024
Q1 		$243K Buy
+662
New +$212K 0.01% 216
2018
Q4 		– Sell
-1,727
Closed -$263K – 111
2018
Q3 		$263K Hold
1,727
– – 0.02% 105
2018
Q2 		$234K Buy
1,727
+20
+1% +$2.99K 0.02% 105
2018
Q1 		$252K Sell
1,707
-100
-6% -$15.8K 0.02% 100
2017
Q4 		$285K Hold
1,807
– – 0.02% 100
2017
Q3 		$225K Sell
1,807
-400
-18% -$46.1K 0.02% 109
2017
Q2 		$237K Hold
2,207
– – 0.02% 112
2017
Q1 		$205K Sell
2,207
-150
-6% -$14.2K 0.02% 124
2016
Q4 		$219K Sell
2,357
-538
-19% -$48.8K 0.02% 123
2016
Q3 		$257K Hold
2,895
– – 0.02% 110
2016
Q2 		$219K Sell
2,895
-100
-3% -$7.49K 0.02% 120
2016
Q1 		$229K Sell
2,995
-200
-6% -$13.4K 0.02% 110
2015
Q4 		$217K Sell
3,195
-1,050
-25% -$73.4K 0.02% 112
2015
Q3 		$277K Sell
4,245
-960
-18% -$73.4K 0.03% 101
2015
Q2 		$441K Sell
5,205
-61,326
-92% -$5.27M 0.04% 86
2015
Q1 		$5.32M Sell
66,531
-48,496
-42% -$4.03M 0.44% 54
2014
Q4 		$10.5M Buy
+115,027
New +$11.2M 0.95% 43
2013
Q3 		– Sell
-575
Closed -$47K – 87
2013
Q2 		$47K Buy
+575
New +$48.9K 0.01% 131

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Obermeyer Wealth Partners's CAT Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Caterpillar (CAT) stake by 0.64% in Q3 2026, buying an estimated $11K and bringing the position to 2,040 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #91.

Obermeyer Wealth Partners first reported a position in CAT in Q2 2013 and has held it in 28 quarters since. The position peaked at $10.5M in Q4 2014. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Obermeyer Wealth Partners held 2,040 shares of Caterpillar worth $1.65M as of Q3 2026.
  • Obermeyer Wealth Partners bought 13 Caterpillar shares in Q3 2026, an estimated $11K.
  • Caterpillar made up 0.07% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #91 holding.
  • Obermeyer Wealth Partners first reported a position in Caterpillar in Q2 2013 and has held it in 28 quarters since.
  • Obermeyer Wealth Partners's Caterpillar position peaked at $10.5M in Q4 2014.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.