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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
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

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

Obermeyer Wealth Partners's CAT Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $57.1K and leaving 2,027 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #78.

Obermeyer Wealth Partners first reported a position in CAT in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.5M in Q4 2014. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Obermeyer Wealth Partners held 2,027 shares of Caterpillar worth $2.16M as of Q2 2026.
  • Obermeyer Wealth Partners sold 65 Caterpillar shares in Q2 2026, an estimated $57.1K.
  • Caterpillar made up 0.09% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • Obermeyer Wealth Partners first reported a position in Caterpillar in Q2 2013 and has held it in 27 quarters since.
  • Obermeyer Wealth Partners's Caterpillar position peaked at $10.5M in Q4 2014.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.