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 Q2	$390K	Hold	366	–	–	0.11%	67
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Oxler Private Wealth's CAT Position: Q2 2026 in Review

Oxler Private Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 366 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #67.

Oxler Private Wealth first reported a position in CAT in Q4 2020 and has held it in 6 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Oxler Private Wealth held 366 shares of Caterpillar worth $390K as of Q2 2026.
Oxler Private Wealth left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.11% of Oxler Private Wealth's portfolio in Q2 2026, its #67 holding.
Oxler Private Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 6 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.