OP Asset Management’s Caterpillar CAT Stock Holding History

OP Asset Management’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	$55.8M	Sell	52,380 -29,580	-36%	-$26M	0.59%	32
2026 Q1	$58.1M	Buy	81,960 +30,446	+59%	+$21.1M	0.58%	29
2025 Q4	$29.5M	Sell	51,514 -3,099	-6%	-$1.72M	0.35%	47
2025 Q3	$26.1M	Buy	54,613 +1,334	+3%	+$570K	0.33%	46
2025 Q2	$20.7M	Buy	53,279 +2,840	+6%	+$947K	0.3%	56
2025 Q1	$16.6M	Buy	+50,439	New	+$18M	0.27%	67

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

OP Asset Management's CAT Position: Q2 2026 in Review

OP Asset Management reduced its Caterpillar (CAT) stake by 36% in Q2 2026, selling an estimated $26M and leaving 52,380 shares worth $55.8M. The position accounts for 0.59% of the portfolio, ranked #32.

OP Asset Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $58.1M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

OP Asset Management held 52,380 shares of Caterpillar worth $55.8M as of Q2 2026.
OP Asset Management sold 29,580 Caterpillar shares in Q2 2026, an estimated $26M.
Caterpillar made up 0.59% of OP Asset Management's portfolio in Q2 2026, its #32 holding.
OP Asset Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Caterpillar position peaked at $58.1M in Q1 2026.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.