OFC Financial Planning
CAT icon

OFC Financial Planning’s Caterpillar CAT Stock Holding History

OFC Financial Planning’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
Q3 		$1.37M Hold
1,695
– – 1.18% 24
2026
Q2 		$1.81M Hold
1,695
– – 1.6% 14
2026
Q1 		$1.2M Hold
1,695
– – 1.18% 23
2025
Q4 		$971K Hold
1,695
– – 0.92% 31
2025
Q3 		$809K Hold
1,695
– – 0.8% 33
2025
Q2 		$658K Hold
1,695
– – 0.7% 36
2025
Q1 		$559K Hold
1,695
– – 0.63% 37
2024
Q4 		$615K Buy
+1,695
New +$657K 0.65% 35

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

OFC Financial Planning's CAT Position: Q3 2026 in Review

OFC Financial Planning held its Caterpillar (CAT) position steady in Q3 2026 at 1,695 shares worth $1.37M. The position accounts for 1.18% of the portfolio, ranked #24.

OFC Financial Planning first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q2 2026. 2,786 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • OFC Financial Planning held 1,695 shares of Caterpillar worth $1.37M as of Q3 2026.
  • OFC Financial Planning left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 1.18% of OFC Financial Planning's portfolio in Q3 2026, its #24 holding.
  • OFC Financial Planning first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's Caterpillar position peaked at $1.81M in Q2 2026.
  • 2,786 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.