OAM
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Oberweis Asset Management’s Caterpillar CAT Stock Holding History

Oberweis Asset Management’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 		$289K Sell
408
-40
-9% -$27.7K 0.01% 170
2025
Q4 		$256K Buy
448
+22
+5% +$12.2K 0.01% 176
2025
Q3 		$203K Buy
+426
New +$182K 0.01% 182

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
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 $336B AUM 34.66% 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

Oberweis Asset Management's CAT Position: Q1 2026 in Review

Oberweis Asset Management reduced its Caterpillar (CAT) stake by 8.9% in Q1 2026, selling an estimated $27.7K and leaving 408 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #170.

Oberweis Asset Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,742 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Oberweis Asset Management held 408 shares of Caterpillar worth $289K as of Q1 2026.
  • Oberweis Asset Management sold 40 Caterpillar shares in Q1 2026, an estimated $27.7K.
  • Caterpillar made up 0.01% of Oberweis Asset Management's portfolio in Q1 2026, its #170 holding.
  • Oberweis Asset Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,742 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.