OIS
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OneAscent Investment Solutions’s Caterpillar CAT Stock Holding History

OneAscent Investment Solutions’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 		$411K Sell
580
-1
-0.2% -$693 0.41% 64
2025
Q4 		$333K Sell
581
-275
-32% -$153K 0.35% 81
2025
Q3 		$408K Buy
856
+63
+8% +$26.9K 0.43% 62
2025
Q2 		$308K Sell
793
-285
-26% -$95K 0.33% 94
2025
Q1 		$356K Buy
+1,078
New +$384K 0.42% 70

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

OneAscent Investment Solutions's CAT Position: Q1 2026 in Review

OneAscent Investment Solutions reduced its Caterpillar (CAT) stake by 0.17% in Q1 2026, selling an estimated $693 and leaving 580 shares worth $411K. The position accounts for 0.41% of the portfolio, ranked #64.

OneAscent Investment Solutions first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • OneAscent Investment Solutions held 580 shares of Caterpillar worth $411K as of Q1 2026.
  • OneAscent Investment Solutions sold 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.41% of OneAscent Investment Solutions's portfolio in Q1 2026, its #64 holding.
  • OneAscent Investment Solutions first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.