OFG
CAT icon

Oxford Financial Group’s Caterpillar CAT Stock Holding History

Oxford Financial Group’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 		$1.23M Buy
1,152
+392
+52% +$344K 0.06% 92
2026
Q1 		$538K Buy
760
+15
+2% +$10.4K 0.03% 155
2025
Q4 		$427K Buy
745
+38
+5% +$21.1K 0.02% 161
2025
Q3 		$337K Buy
707
+1
+0.1% +$427 0.02% 179
2025
Q2 		$274K Sell
706
-208
-23% -$69.3K 0.02% 182
2025
Q1 		$301K Sell
914
-136
-13% -$48.4K 0.02% 173
2024
Q4 		$381K Sell
1,050
-618
-37% -$240K 0.02% 178
2024
Q3 		$652K Sell
1,668
-730
-30% -$252K 0.04% 113
2024
Q2 		$799K Buy
2,398
+741
+45% +$257K 0.05% 103
2024
Q1 		$607K Buy
1,657
+597
+56% +$191K 0.04% 114
2023
Q4 		$313K Buy
1,060
+121
+13% +$31.4K 0.02% 179
2023
Q3 		$256K Sell
939
-532
-36% -$144K 0.02% 185
2023
Q2 		$362K Buy
1,471
+328
+29% +$73.1K 0.03% 157
2023
Q1 		$261K Buy
+1,143
New +$276K 0.03% 165
2021
Q2 		– Sell
-864
Closed -$200K – 225
2021
Q1 		$200K Buy
+864
New +$179K 0.03% 171

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

Oxford Financial Group's CAT Position: Q2 2026 in Review

Oxford Financial Group increased its Caterpillar (CAT) stake by 52% in Q2 2026, buying an estimated $344K and bringing the position to 1,152 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #92.

Oxford Financial Group first reported a position in CAT in Q1 2021 and has held it in 15 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Oxford Financial Group held 1,152 shares of Caterpillar worth $1.23M as of Q2 2026.
  • Oxford Financial Group bought 392 Caterpillar shares in Q2 2026, an estimated $344K.
  • Caterpillar made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #92 holding.
  • Oxford Financial Group first reported a position in Caterpillar in Q1 2021 and has held it in 15 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.