One Advisory Partners
CAT icon

One Advisory Partners’s Caterpillar CAT Stock Holding History

One Advisory Partners’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 		$404K Hold
498
– – 0.11% 50
2026
Q2 		$530K Hold
498
– – 0.14% 44
2026
Q1 		$353K Buy
498
+7
+1% +$4.85K 0.11% 52
2025
Q4 		$281K Buy
+491
New +$273K 0.08% 62

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

One Advisory Partners's CAT Position: Q3 2026 in Review

One Advisory Partners held its Caterpillar (CAT) position steady in Q3 2026 at 498 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #50.

One Advisory Partners first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $530K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • One Advisory Partners held 498 shares of Caterpillar worth $404K as of Q3 2026.
  • One Advisory Partners left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.11% of One Advisory Partners's portfolio in Q3 2026, its #50 holding.
  • One Advisory Partners first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • One Advisory Partners's Caterpillar position peaked at $530K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.