Oppenheimer Asset Management Inc. / CAT
Oppenheimer Asset Management Inc.’s Caterpillar Inc Position
Does Oppenheimer Asset Management Inc. own Caterpillar Inc (CAT)? Yes — 60.3K shares worth $43M (+0.49% of its 13F portfolio) as of Q1 2026, up from 58.7K shares the prior filed quarter.
Position Value
$43M
Q1 2026
Shares
60.3K
% of Portfolio
+0.49%
Quarters Held
29
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 60.3K | $43M | +0.49% |
| Q4 2025 | 58.7K | $34M | +0.41% |
| Q3 2025 | 55.1K | $26M | +0.29% |
| Q2 2025 | 61.2K | $24M | +0.27% |
| Q1 2025 | 55.0K | $18M | +0.23% |
| Q4 2024 | 57.4K | $21M | +0.25% |
| Q3 2024 | 51.6K | $20M | +0.24% |
| Q2 2024 | 38.6K | $13M | +0.16% |
| Q1 2024 | 24.3K | $9M | +0.13% |
| Q4 2023 | 29.0K | $9M | +0.12% |
| Q3 2023 | 36.2K | $10M | +0.15% |
| Q2 2023 | 36.1K | $9M | +0.13% |
| Q1 2023 | 32.2K | $7M | +0.11% |
| Q4 2022 | 57.4K | $14M | +0.22% |
| Q3 2022 | 56.3K | $9M | +0.16% |
| Q2 2022 | 53.1K | $9M | +0.16% |
| Q1 2022 | 53.8K | $12M | +0.17% |
| Q4 2021 | 53.1K | $11M | +0.15% |
| Q3 2021 | 35.9K | $7M | +0.10% |
| Q2 2021 | 34.3K | $7M | +0.11% |
| Q1 2021 | 34.2K | $8M | +0.12% |
| Q4 2020 | 36.3K | $7M | +0.11% |
| Q3 2020 | 36.4K | $5M | +0.11% |
| Q2 2020 | 5.7K | $720,000 | +0.01% |
| Q1 2020 | 4.8K | $559,000 | +0.01% |
| Q3 2019 | 25 | $3,000 | 0.00% |
| Q2 2019 | 3.1K | $422,000 | +0.01% |
| Q1 2019 | 3.0K | $408,000 | +0.01% |
| Q4 2018 | 2.4K | $303,000 | +0.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oppenheimer Asset Management Inc.’s full portfolio or all institutional holders of CAT.