Oak Associates’s Caterpillar CAT Stock Holding History

Oak Associates’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 Q1	$410K	Hold	579	–	–	0.03%	121
2025 Q4	$332K	Hold	579	–	–	0.02%	122
2025 Q3	$276K	Hold	579	–	–	0.02%	124
2025 Q2	$225K	Buy	+579	New	+$193K	0.01%	127

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Associates's CAT Position: Q1 2026 in Review

Oak Associates held its Caterpillar (CAT) position steady in Q1 2026 at 579 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #121.

Oak Associates first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Oak Associates held 579 shares of Caterpillar worth $410K as of Q1 2026.
Oak Associates left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.03% of Oak Associates's portfolio in Q1 2026, its #121 holding.
Oak Associates first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.