ODDO BHF Asset Management’s Caterpillar CAT Stock Holding History

ODDO BHF 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 Q2	$10.8M	Buy	10,142 +831	+9%	+$730K	0.5%	64
2026 Q1	$6.6M	Buy	9,311 +5,014	+117%	+$3.47M	0.26%	93
2025 Q4	$2.46M	Sell	4,297 -1,481	-26%	-$823K	0.09%	149
2025 Q3	$2.76M	Sell	5,778 -687	-11%	-$293K	0.1%	163
2025 Q2	$2.51M	Sell	6,465 -1,628	-20%	-$543K	0.1%	197
2025 Q1	$2.67M	Sell	8,093 -1,903	-19%	-$678K	0.11%	193
2024 Q4	$3.63M	Buy	9,996 +1,987	+25%	+$771K	0.18%	114
2024 Q3	$3.13M	Buy	+8,009	New	+$2.77M	0.16%	117

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

ODDO BHF Asset Management's CAT Position: Q2 2026 in Review

ODDO BHF Asset Management increased its Caterpillar (CAT) stake by 8.9% in Q2 2026, buying an estimated $730K and bringing the position to 10,142 shares worth $10.8M. The position accounts for 0.5% of the portfolio, ranked #64.

ODDO BHF Asset Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

ODDO BHF Asset Management held 10,142 shares of Caterpillar worth $10.8M as of Q2 2026.
ODDO BHF Asset Management bought 831 Caterpillar shares in Q2 2026, an estimated $730K.
Caterpillar made up 0.5% of ODDO BHF Asset Management's portfolio in Q2 2026, its #64 holding.
ODDO BHF Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ODDO BHF Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.