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 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 $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

OP Asset Management's CAT Position: Q1 2026 in Review

OP Asset Management increased its Caterpillar (CAT) stake by 59% in Q1 2026, buying an estimated $21.1M and bringing the position to 81,960 shares worth $58.1M. The position accounts for 0.58% of the portfolio, ranked #29.

OP Asset Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

OP Asset Management held 81,960 shares of Caterpillar worth $58.1M as of Q1 2026.
OP Asset Management bought 30,446 Caterpillar shares in Q1 2026, an estimated $21.1M.
Caterpillar made up 0.58% of OP Asset Management's portfolio in Q1 2026, its #29 holding.
OP Asset Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.