Oxler Private Wealth
CAT icon

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
Q3 		$297K Hold
366
– – 0.08% 75
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Oxler Private Wealth's CAT Position: Q3 2026 in Review

Oxler Private Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 366 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #75.

Oxler Private Wealth first reported a position in CAT in Q4 2020 and has held it in 7 quarters since. The position peaked at $390K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Oxler Private Wealth held 366 shares of Caterpillar worth $297K as of Q3 2026.
  • Oxler Private Wealth left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.08% of Oxler Private Wealth's portfolio in Q3 2026, its #75 holding.
  • Oxler Private Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 7 quarters since.
  • Oxler Private Wealth's Caterpillar position peaked at $390K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.