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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
Q2 		$21.5M Buy
20,176
+2,142
+12% +$1.88M 1.3% 10
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Silver Oak Securities's CAT Position: Q2 2026 in Review

Silver Oak Securities increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $1.88M and bringing the position to 20,176 shares worth $21.5M. The position accounts for 1.3% of the portfolio, ranked #10.

Silver Oak Securities first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Silver Oak Securities held 20,176 shares of Caterpillar worth $21.5M as of Q2 2026.
  • Silver Oak Securities bought 2,142 Caterpillar shares in Q2 2026, an estimated $1.88M.
  • Caterpillar made up 1.3% of Silver Oak Securities's portfolio in Q2 2026, its #10 holding.
  • Silver Oak Securities first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.