OFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
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

Oxford Financial Group's CAT Position: Q1 2026 in Review

Oxford Financial Group increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $10.4K and bringing the position to 760 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #155.

Oxford Financial Group first reported a position in CAT in Q1 2021 and has held it in 14 quarters since. The position peaked at $799K in Q2 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Oxford Financial Group held 760 shares of Caterpillar worth $538K as of Q1 2026.
  • Oxford Financial Group bought 15 Caterpillar shares in Q1 2026, an estimated $10.4K.
  • Caterpillar made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #155 holding.
  • Oxford Financial Group first reported a position in Caterpillar in Q1 2021 and has held it in 14 quarters since.
  • Oxford Financial Group's Caterpillar position peaked at $799K in Q2 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.