OFS
CAT icon

OMC Financial Services’s Caterpillar CAT Stock Holding History

OMC Financial 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
Q1 		$464K Hold
655
– – 0.18% 55
2025
Q4 		$375K Hold
655
– – 0.14% 58
2025
Q3 		$313K Hold
655
– – 0.12% 63
2025
Q2 		$254K Hold
655
– – 0.1% 63
2025
Q1 		$216K Hold
655
– – 0.1% 62
2024
Q4 		$238K Hold
655
– – 0.1% 62
2024
Q3 		$218K Hold
655
– – 0.1% 59
2024
Q2 		$218K Hold
655
– – 0.1% 59
2024
Q1 		$240K Buy
+655
New +$209K 0.12% 57

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OMC Financial Services's CAT Position: Q1 2026 in Review

OMC Financial Services held its Caterpillar (CAT) position steady in Q1 2026 at 655 shares worth $464K. The position accounts for 0.18% of the portfolio, ranked #55.

OMC Financial Services first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • OMC Financial Services held 655 shares of Caterpillar worth $464K as of Q1 2026.
  • OMC Financial Services left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.18% of OMC Financial Services's portfolio in Q1 2026, its #55 holding.
  • OMC Financial Services first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.