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 Q2	$617K	Hold	579	–	–	0.03%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Oak Associates's CAT Position: Q2 2026 in Review

Oak Associates held its Caterpillar (CAT) position steady in Q2 2026 at 579 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #108.

Oak Associates first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Oak Associates held 579 shares of Caterpillar worth $617K as of Q2 2026.
Oak Associates left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.03% of Oak Associates's portfolio in Q2 2026, its #108 holding.
Oak Associates first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.