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OPPENHEIMER ASSET MANAGEMENT INC. → CAT
OPPENHEIMER ASSET MANAGEMENT INC. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
20
Latest value
$5.7M
Q3 2026
Peak value
$50.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $498K |
| Q3 2025 | $101K |
| Q3 2025 | $12K |
| Q3 2025 | $19.3M |
| Q3 2025 | $6.4M |
| Q4 2025 | $6.3M |
| Q4 2025 | $24.9M |
| Q4 2025 | $7K |
| Q4 2025 | $40K |
| Q4 2025 | $2.3M |
| Q1 2026 | $3.2M |
| Q1 2026 | $32.9M |
| Q1 2026 | $6.6M |
| Q1 2026 | $9K |
| Q2 2026 | $5.8M |
| Q2 2026 | $50.1M |
| Q2 2026 | $8.8M |
| Q3 2026 | $42.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 7.1K | — | — |
| Q3 2026 | $1.6M | 1.9K | — | — |
| Q3 2026 | $42.1M | 52.0K | — | — |
| Q2 2026 | $8.8M | 8.3K | — | — |
| Q2 2026 | $50.1M | 47.1K | — | — |
| Q2 2026 | $5.8M | 5.4K | — | — |
| Q1 2026 | $9K | 13 | — | — |
| Q1 2026 | $6.6M | 9.3K | — | — |
| Q1 2026 | $32.9M | 46.4K | — | — |
| Q1 2026 | $3.2M | 4.5K | — | — |
| Q4 2025 | $2.3M | 4.1K | — | — |
| Q4 2025 | $40K | 70 | — | — |
| Q4 2025 | $7K | 13 | — | — |
| Q4 2025 | $24.9M | 43.5K | — | — |
| Q4 2025 | $6.3M | 11.1K | — | — |
| Q3 2025 | $6.4M | 13.4K | — | — |
| Q3 2025 | $19.3M | 40.4K | — | — |
| Q3 2025 | $12K | 26 | — | — |
| Q3 2025 | $101K | 211 | — | — |
| Q3 2025 | $498K | 1.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B