OP Asset Management
CAT icon

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 0.5% 33
2025
Q4 		$29.5M Buy
51,514
+77
+0.1% +$42.8K 0.36% 44
2025
Q3 		$24.5M Buy
51,437
+647
+1% +$276K 0.32% 48
2025
Q2 		$19.7M Buy
50,790
+416
+0.8% +$139K 0.29% 56
2025
Q1 		$16.6M Buy
+50,374
New +$17.9M 0.28% 63

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 4,077 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.
  • 4,077 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.