OMC Financial Services
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
Q3 		– Sell
-560
Closed -$596K – 35
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

OMC Financial Services's CAT Position: Q3 2026 in Review

OMC Financial Services sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 560 shares — an estimated $596K sold.

OMC Financial Services first reported a position in CAT in Q1 2024 and held it in 10 quarters. The position peaked at $596K in Q2 2026. 2,386 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • OMC Financial Services reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • OMC Financial Services sold 560 Caterpillar shares in Q3 2026, an estimated $596K.
  • OMC Financial Services first reported a position in Caterpillar in Q1 2024 and held it in 10 quarters.
  • OMC Financial Services's Caterpillar position peaked at $596K in Q2 2026.
  • 2,386 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.