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
Q2 		$1.71M Hold
1,722
– – 0.38% 35
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 $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

One Degree Advisors's CAT Position: Q2 2026 in Review

One Degree Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 1,722 shares worth $1.71M. The position accounts for 0.38% of the portfolio, ranked #35.

One Degree Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • One Degree Advisors held 1,722 shares of Caterpillar worth $1.71M as of Q2 2026.
  • One Degree Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.38% of One Degree Advisors's portfolio in Q2 2026, its #35 holding.
  • One Degree Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.