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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
Q2 		$596K Sell
560
-95
-15% -$83.5K 0.2% 51
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

OMC Financial Services's CAT Position: Q2 2026 in Review

OMC Financial Services reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $83.5K and leaving 560 shares worth $596K. The position accounts for 0.2% of the portfolio, ranked #51.

OMC Financial Services first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • OMC Financial Services held 560 shares of Caterpillar worth $596K as of Q2 2026.
  • OMC Financial Services sold 95 Caterpillar shares in Q2 2026, an estimated $83.5K.
  • Caterpillar made up 0.2% of OMC Financial Services's portfolio in Q2 2026, its #51 holding.
  • OMC Financial Services first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.