OneAscent Family Office’s Caterpillar CAT Stock Holding History

OneAscent Family Office’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	$275K	Buy	+388	New	+$269K	0.19%	128

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Family Office's CAT Position: Q1 2026 in Review

OneAscent Family Office opened a new position in Caterpillar (CAT) in Q1 2026: 388 shares worth $275K. The stake represents 0.19% of the portfolio and ranks #128 among its holdings.

3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

OneAscent Family Office held 388 shares of Caterpillar worth $275K as of Q1 2026.
Caterpillar was a new OneAscent Family Office position in Q1 2026.
Caterpillar made up 0.19% of OneAscent Family Office's portfolio in Q1 2026, its #128 holding.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.