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O'Brien Wealth Partners’s Caterpillar CAT Stock Holding History

O'Brien 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
2025
Q4 		$1.45M Hold
2,535
– – 0.19% 32
2025
Q3 		$1.21M Buy
+2,535
New +$1.08M 0.16% 32
2018
Q4 		– Sell
-145
Closed -$22K – 68
2018
Q3 		$22K Buy
+145
New +$20.5K 0.01% 99
2018
Q2 		– Sell
-145
Closed -$21K – 111
2018
Q1 		$21K Buy
+145
New +$22.9K 0.01% 92

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Brien Wealth Partners's CAT Position: Q4 2025 in Review

O'Brien Wealth Partners held its Caterpillar (CAT) position steady in Q4 2025 at 2,535 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #32.

O'Brien Wealth Partners first reported a position in CAT in Q1 2018 and has held it in 4 quarters since. 3,531 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • O'Brien Wealth Partners held 2,535 shares of Caterpillar worth $1.45M as of Q4 2025.
  • O'Brien Wealth Partners left its Caterpillar share count unchanged in Q4 2025.
  • Caterpillar made up 0.19% of O'Brien Wealth Partners's portfolio in Q4 2025, its #32 holding.
  • O'Brien Wealth Partners first reported a position in Caterpillar in Q1 2018 and has held it in 4 quarters since.
  • 3,531 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.