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Okabena Investment Services’s Caterpillar CAT Stock Holding History

Okabena Investment Services’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 		$1.25M Hold
1,175
– – 0.22% 68
2026
Q1 		$832K Hold
1,175
– – 0.16% 86
2025
Q4 		$673K Buy
1,175
+75
+7% +$41.7K 0.13% 102
2025
Q3 		$525K Buy
1,100
+5
+0.5% +$2.13K 0.1% 111
2025
Q2 		$425K Buy
1,095
+75
+7% +$25K 0.09% 110
2025
Q1 		$336K Buy
+1,020
New +$363K 0.08% 113

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Okabena Investment Services's CAT Position: Q2 2026 in Review

Okabena Investment Services held its Caterpillar (CAT) position steady in Q2 2026 at 1,175 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #68.

Okabena Investment Services first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Okabena Investment Services held 1,175 shares of Caterpillar worth $1.25M as of Q2 2026.
  • Okabena Investment Services left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.22% of Okabena Investment Services's portfolio in Q2 2026, its #68 holding.
  • Okabena Investment Services first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.