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Silverlake Wealth Management’s Caterpillar CAT Stock Holding History

Silverlake 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
Q1 		$3.88M Buy
5,483
+3
+0.1% +$2.08K 0.81% 20
2025
Q4 		$3.14M Buy
5,480
+143
+3% +$79.5K 0.7% 26
2025
Q3 		$2.55M Buy
5,337
+9
+0.2% +$3.84K 0.62% 34
2025
Q2 		$2.07M Buy
5,328
+1,640
+44% +$547K 0.6% 43
2025
Q1 		$1.22M Buy
3,688
+45
+1% +$16K 0.46% 63
2024
Q4 		$1.32M Sell
3,643
-96
-3% -$37.2K 0.51% 59
2024
Q3 		$1.46M Sell
3,739
-389
-9% -$134K 0.55% 51
2024
Q2 		$1.37M Sell
4,128
-484
-10% -$168K 0.56% 48
2024
Q1 		$1.69M Sell
4,612
-114
-2% -$36.4K 0.86% 26
2023
Q4 		$1.4M Sell
4,726
-1,796
-28% -$466K 0.77% 30
2023
Q3 		$1.78M Sell
6,522
-1,076
-14% -$292K 1% 19
2023
Q2 		$1.87M Buy
7,598
+15
+0.2% +$3.34K 1.04% 20
2023
Q1 		$1.74M Buy
7,583
+883
+13% +$213K 1.05% 19
2022
Q4 		$1.61M Buy
6,700
+83
+1% +$18.1K 1% 23
2022
Q3 		$1.09M Buy
6,617
+53
+0.8% +$9.68K 0.74% 35
2022
Q2 		$1.17M Buy
6,564
+413
+7% +$87K 0.77% 33
2022
Q1 		$1.37M Buy
6,151
+638
+12% +$134K 0.78% 32
2021
Q4 		$1.14M Buy
+5,513
New +$1.11M 0.61% 45

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

Silverlake Wealth Management's CAT Position: Q1 2026 in Review

Silverlake Wealth Management increased its Caterpillar (CAT) stake by 0.05% in Q1 2026, buying an estimated $2.08K and bringing the position to 5,483 shares worth $3.88M. The position accounts for 0.81% of the portfolio, ranked #20.

Silverlake Wealth Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Silverlake Wealth Management held 5,483 shares of Caterpillar worth $3.88M as of Q1 2026.
  • Silverlake Wealth Management bought 3 Caterpillar shares in Q1 2026, an estimated $2.08K.
  • Caterpillar made up 0.81% of Silverlake Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Silverlake Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.