ODA
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One Degree Advisors’s Caterpillar CAT Stock Holding History

One Degree Advisors’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 		$1.22M Buy
1,722
+1
+0.1% +$693 0.32% 37
2025
Q4 		$985K Hold
1,721
– – 0.27% 40
2025
Q3 		$821K Buy
1,721
+61
+4% +$26K 0.25% 40
2025
Q2 		$644K Buy
1,660
+39
+2% +$13K 0.23% 44
2025
Q1 		$534K Buy
1,621
+6
+0.4% +$2.14K 0.22% 39
2024
Q4 		$585K Hold
1,615
– – 0.24% 39
2024
Q3 		$631K Hold
1,615
– – 0.27% 36
2024
Q2 		$537K Hold
1,615
– – 0.26% 39
2024
Q1 		$592K Hold
1,615
– – 0.29% 36
2023
Q4 		$519K Buy
+1,615
New +$419K 0.27% 39

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

One Degree Advisors's CAT Position: Q1 2026 in Review

One Degree Advisors increased its Caterpillar (CAT) stake by 0.06% in Q1 2026, buying an estimated $693 and bringing the position to 1,722 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #37.

One Degree Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • One Degree Advisors held 1,722 shares of Caterpillar worth $1.22M as of Q1 2026.
  • One Degree Advisors bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.32% of One Degree Advisors's portfolio in Q1 2026, its #37 holding.
  • One Degree Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.