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Oxler Private Wealth’s Caterpillar CAT Stock Holding History

Oxler Private Wealth’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 		$259K Sell
366
-12
-3% -$8.31K 0.08% 82
2025
Q4 		$216K Buy
+378
New +$210K 0.06% 86
2022
Q4 		– Sell
-509
Closed -$83.6K – 122
2022
Q3 		$83.6K Buy
509
+3
+0.6% +$548 0.05% 154
2022
Q2 		$90.5K Buy
+506
New +$107K 0.04% 130
2021
Q1 		– Sell
-360
Closed -$65K – 136
2020
Q4 		$65K Buy
+360
New +$61K 0.04% 148

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

Oxler Private Wealth's CAT Position: Q1 2026 in Review

Oxler Private Wealth reduced its Caterpillar (CAT) stake by 3.2% in Q1 2026, selling an estimated $8.31K and leaving 366 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #82.

Oxler Private Wealth first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Oxler Private Wealth held 366 shares of Caterpillar worth $259K as of Q1 2026.
  • Oxler Private Wealth sold 12 Caterpillar shares in Q1 2026, an estimated $8.31K.
  • Caterpillar made up 0.08% of Oxler Private Wealth's portfolio in Q1 2026, its #82 holding.
  • Oxler Private Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.