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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in CATERPILLAR INC

OSAIC HOLDINGS, INC. holds 310,135 shares of CAT (CATERPILLAR INC), worth $330.6M as of 2026-Q2. The position was increased (+5.1% shares). CAT represents 0.4% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$330.6M

Current Shares

310,135

Total Value Change

+$236.7M

Total Shares Change

+70,221

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
310,135
+5.1%
$330.6M0.4%$1,062.93
39
2026-Q1
Decreased
295,166
-2.6%
$209.3M0.3%$705.80
0
2025-Q4
Decreased
303,166
-9.7%
$173.9M0.3%$569.39
0
2025-Q3
Increased
335,688
+21.9%
$149.3M0.2%$472.89
44
2025-Q2
Increased
275,503
+7.4%
$106.8M0.2%$383.34
39
2025-Q1
Decreased
256,499
-1.1%
$84.7M0.2%$324.10
0
2024-Q4
Increased
259,223
+8.1%
$85.3M0.2%$355.19
39
2024-Q3
Decreased
239,914
-2.6%
$93.9M0.2%$381.59
0

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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