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
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

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State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Osaic Holdings's CAT Position: Q1 2026 in Review

Osaic Holdings reduced its Caterpillar (CAT) stake by 2.6% in Q1 2026, selling an estimated $5.54M and leaving 295,166 shares worth $209M. The position accounts for 0.31% of the portfolio, ranked #56.

Osaic Holdings first reported a position in CAT in Q1 2020 and has held it in 25 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Osaic Holdings held 295,166 shares of Caterpillar worth $209M as of Q1 2026.
  • Osaic Holdings sold 8,000 Caterpillar shares in Q1 2026, an estimated $5.54M.
  • Caterpillar made up 0.31% of Osaic Holdings's portfolio in Q1 2026, its #56 holding.
  • Osaic Holdings first reported a position in Caterpillar in Q1 2020 and has held it in 25 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.