SOS
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Silver Oak Securities’s Caterpillar CAT Stock Holding History

Silver Oak Securities’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 		$12.8M Sell
18,034
-231
-1% -$160K 0.93% 19
2025
Q4 		$10.5M Sell
18,265
-2,368
-11% -$1.32M 0.71% 30
2025
Q3 		$9.85M Sell
20,633
-1,708
-8% -$729K 0.74% 29
2025
Q2 		$8.67M Sell
22,341
-1,207
-5% -$402K 0.7% 30
2025
Q1 		$7.76M Sell
23,548
-856
-4% -$305K 0.71% 30
2024
Q4 		$8.86M Buy
24,404
+1,880
+8% +$729K 0.82% 27
2024
Q3 		$8.81M Buy
22,524
+2,051
+10% +$708K 0.93% 23
2024
Q2 		$6.82M Buy
20,473
+159
+0.8% +$55.1K 1.02% 26
2024
Q1 		$7.44M Sell
20,314
-3,871
-16% -$1.24M 1.14% 21
2023
Q4 		$7.15M Buy
24,185
+1,419
+6% +$368K 0.96% 21
2023
Q3 		$6.22M Sell
22,766
-3,734
-14% -$1.01M 1.35% 13
2023
Q2 		$6.52M Buy
26,500
+325
+1% +$72.5K 1.05% 18
2023
Q1 		$5.99M Sell
26,175
-738
-3% -$178K 0.98% 22
2022
Q4 		$6.45M Buy
26,913
+4,147
+18% +$903K 1.21% 19
2022
Q3 		$6.22M Sell
22,766
-3,941
-15% -$720K 1.35% 13
2022
Q2 		$4.77M Sell
26,707
-374
-1% -$78.8K 1.07% 17
2022
Q1 		$5.88M Buy
+27,081
New +$5.68M 1.19% 13

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Silver Oak Securities's CAT Position: Q1 2026 in Review

Silver Oak Securities reduced its Caterpillar (CAT) stake by 1.3% in Q1 2026, selling an estimated $160K and leaving 18,034 shares worth $12.8M. The position accounts for 0.93% of the portfolio, ranked #19.

Silver Oak Securities first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Silver Oak Securities held 18,034 shares of Caterpillar worth $12.8M as of Q1 2026.
  • Silver Oak Securities sold 231 Caterpillar shares in Q1 2026, an estimated $160K.
  • Caterpillar made up 0.93% of Silver Oak Securities's portfolio in Q1 2026, its #19 holding.
  • Silver Oak Securities first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.