LOWM
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Laurel Oak Wealth Management’s Caterpillar CAT Stock Holding History

Laurel Oak Wealth Management’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 		$2.23M Sell
2,093
-92
-4% -$80.8K 0.32% 61
2026
Q1 		$1.55M Sell
2,185
-99
-4% -$68.6K 0.26% 74
2025
Q4 		$1.31M Buy
+2,284
New +$1.27M 0.22% 85

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Laurel Oak Wealth Management's CAT Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Caterpillar (CAT) stake by 4.2% in Q2 2026, selling an estimated $80.8K and leaving 2,093 shares worth $2.23M. The position accounts for 0.32% of the portfolio, ranked #61.

Laurel Oak Wealth Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Laurel Oak Wealth Management held 2,093 shares of Caterpillar worth $2.23M as of Q2 2026.
  • Laurel Oak Wealth Management sold 92 Caterpillar shares in Q2 2026, an estimated $80.8K.
  • Caterpillar made up 0.32% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Laurel Oak Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.