Oxinas Partners Wealth Management’s Caterpillar CAT Stock Holding History

Oxinas Partners Wealth 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	$585K	Buy	549 +16	+3%	+$14.1K	0.23%	74
2026 Q1	$378K	Buy	533 +19	+4%	+$13.2K	0.17%	95
2025 Q4	$295K	Sell	514 -3	-0.6%	-$1.67K	0.14%	104
2025 Q3	$247K	Buy	+517	New	+$221K	0.13%	107
2024 Q4	–	Sell	-555	Closed	-$217K	–	118
2024 Q3	$217K	Buy	+555	New	+$192K	0.13%	109
2024 Q2	–	Sell	-554	Closed	-$203K	–	126
2024 Q1	$203K	Sell	554 -207	-27%	-$66.2K	0.13%	119
2023 Q4	$225K	Sell	761 -114	-13%	-$29.6K	0.16%	104
2023 Q3	$239K	Buy	875 +1	+0.1%	+$271	0.18%	95
2023 Q2	$215K	Buy	+874	New	+$195K	0.14%	113
2022 Q2	–	Sell	-903	Closed	-$201K	–	102
2022 Q1	$201K	Sell	903 -753	-45%	-$158K	0.13%	112
2021 Q4	$342K	Buy	1,656 +404	+32%	+$81.3K	0.2%	103
2021 Q3	$240K	Buy	+1,252	New	+$261K	0.14%	129

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Oxinas Partners Wealth Management's CAT Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its Caterpillar (CAT) stake by 3% in Q2 2026, buying an estimated $14.1K and bringing the position to 549 shares worth $585K. The position accounts for 0.23% of the portfolio, ranked #74.

Oxinas Partners Wealth Management first reported a position in CAT in Q3 2021 and has held it in 12 quarters since. 978 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Oxinas Partners Wealth Management held 549 shares of Caterpillar worth $585K as of Q2 2026.
Oxinas Partners Wealth Management bought 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
Caterpillar made up 0.23% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #74 holding.
Oxinas Partners Wealth Management first reported a position in Caterpillar in Q3 2021 and has held it in 12 quarters since.
978 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.