OWP
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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
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

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obermeyer Wealth Partners's CAT Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $38.1K and bringing the position to 2,092 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #90.

Obermeyer Wealth Partners first reported a position in CAT in Q2 2013 and has held it in 26 quarters since. The position peaked at $10.5M in Q4 2014. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Obermeyer Wealth Partners held 2,092 shares of Caterpillar worth $1.48M as of Q1 2026.
  • Obermeyer Wealth Partners bought 55 Caterpillar shares in Q1 2026, an estimated $38.1K.
  • Caterpillar made up 0.07% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Obermeyer Wealth Partners first reported a position in Caterpillar in Q2 2013 and has held it in 26 quarters since.
  • Obermeyer Wealth Partners's Caterpillar position peaked at $10.5M in Q4 2014.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.