OCM
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Osbon Capital Management’s Caterpillar CAT Stock Holding History

Osbon Capital 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 		$4.26K Hold
4
– – ﹤0.01% 350
2026
Q1 		$2.83K Hold
4
– – ﹤0.01% 406
2025
Q4 		$2.29K Buy
+4
New +$2.22K ﹤0.01% 302

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State Street
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Vanguard Capital Management
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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

Osbon Capital Management's CAT Position: Q2 2026 in Review

Osbon Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 4 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Osbon Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Osbon Capital Management held 4 shares of Caterpillar worth $4.26K as of Q2 2026.
  • Osbon Capital Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #350 holding.
  • Osbon Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.