Osaic Holdings
CAT icon

Osaic Holdings’s Caterpillar CAT Stock Holding History

Osaic Holdings’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 		$761K Buy
703
+702
+70,200% +$617K ﹤0.01% 3278
2026
Q1 		$1.61K Sell
1
-599
-100% -$415K ﹤0.01% 7114
2025
Q4 		$344K Buy
+600
New +$333K ﹤0.01% 3672
2025
Q1 		– Sell
-10
Closed -$230 – 7475
2024
Q4 		$230 Buy
+10
New +$3.88K ﹤0.01% 7146

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Osaic Holdings's CAT Position: Q2 2026 in Review

Osaic Holdings increased its Caterpillar (CAT) stake by 5.1% in Q2 2026, buying an estimated $13.1M and bringing the position to 310,135 shares worth $331M. The position accounts for 0.39% of the portfolio, ranked #34.

Osaic Holdings first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Osaic Holdings held 310,135 shares of Caterpillar worth $331M as of Q2 2026.
  • Osaic Holdings bought 14,969 Caterpillar shares in Q2 2026, an estimated $13.1M.
  • Caterpillar made up 0.39% of Osaic Holdings's portfolio in Q2 2026, its #34 holding.
  • Osaic Holdings first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.