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Optas LLC’s Caterpillar CAT Stock Holding History

Optas LLC’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 		$1.94M Buy
1,824
+32
+2% +$28.1K 0.27% 50
2026
Q1 		$1.27M Buy
1,792
+71
+4% +$49.2K 0.19% 63
2025
Q4 		$986K Buy
1,721
+341
+25% +$190K 0.15% 78
2025
Q3 		$658K Buy
1,380
+206
+18% +$87.9K 0.11% 110
2025
Q2 		$456K Buy
1,174
+92
+9% +$30.7K 0.09% 150
2025
Q1 		$357K Sell
1,082
-290
-21% -$103K 0.06% 168
2024
Q4 		$498K Buy
1,372
+77
+6% +$29.9K 0.11% 115
2024
Q3 		$506K Buy
1,295
+296
+30% +$102K 0.12% 108
2024
Q2 		$333K Buy
999
+63
+7% +$21.8K 0.09% 129
2024
Q1 		$343K Sell
936
-3
-0.3% -$959 0.09% 127
2023
Q4 		$278K Buy
939
+8
+0.9% +$2.08K 0.08% 146
2023
Q3 		$254K Buy
+931
New +$253K 0.08% 141
2021
Q2 		– Sell
-3,007
Closed -$697K – 150
2021
Q1 		$697K Sell
3,007
-3,119
-51% -$646K 0.22% 61
2020
Q4 		$1.11M Sell
6,126
-641
-9% -$109K 0.36% 39
2020
Q3 		$1.01M Buy
6,767
+571
+9% +$80.2K 0.31% 57
2020
Q2 		$784K Buy
6,196
+3,436
+124% +$407K 0.32% 43
2020
Q1 		$320K Buy
+2,760
New +$353K 0.16% 86

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Optas LLC's CAT Position: Q2 2026 in Review

Optas LLC increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,824 shares worth $1.94M. The position accounts for 0.27% of the portfolio, ranked #50.

Optas LLC first reported a position in CAT in Q1 2020 and has held it in 17 quarters since. 2,231 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Optas LLC held 1,824 shares of Caterpillar worth $1.94M as of Q2 2026.
  • Optas LLC bought 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
  • Caterpillar made up 0.27% of Optas LLC's portfolio in Q2 2026, its #50 holding.
  • Optas LLC first reported a position in Caterpillar in Q1 2020 and has held it in 17 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.