OPF
CAT icon

Old Peak Finance’s Caterpillar CAT Stock Holding History

Old Peak Finance’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 		$293K Buy
+275
New +$242K 0.14% 70

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Old Peak Finance's CAT Position: Q2 2026 in Review

Old Peak Finance opened a new position in Caterpillar (CAT) in Q2 2026: 275 shares worth $293K. The stake represents 0.14% of the portfolio and ranks #70 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Old Peak Finance held 275 shares of Caterpillar worth $293K as of Q2 2026.
  • Caterpillar was a new Old Peak Finance position in Q2 2026.
  • Caterpillar made up 0.14% of Old Peak Finance's portfolio in Q2 2026, its #70 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.