Oliver Luxxe Assets’s Caterpillar CAT Stock Holding History

Oliver Luxxe Assets’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	$213K	Buy	+200	New	+$176K	0.03%	196

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Oliver Luxxe Assets's CAT Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Caterpillar (CAT) stake by 35% in Q2 2026, selling an estimated $386K and leaving 823 shares worth $876K. The position accounts for 0.13% of the portfolio, ranked #149.

Oliver Luxxe Assets first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.73M in Q1 2024. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Oliver Luxxe Assets held 823 shares of Caterpillar worth $876K as of Q2 2026.
Oliver Luxxe Assets sold 439 Caterpillar shares in Q2 2026, an estimated $386K.
Caterpillar made up 0.13% of Oliver Luxxe Assets's portfolio in Q2 2026, its #149 holding.
Oliver Luxxe Assets first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
Oliver Luxxe Assets's Caterpillar position peaked at $3.73M in Q1 2024.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.