Silverlake Wealth Management
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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
Q3 		$4.21M Sell
5,196
-233
-4% -$198K 0.79% 20
2026
Q2 		$5.78M Sell
5,429
-54
-1% -$47.4K 1.09% 12
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% +$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Silverlake Wealth Management's CAT Position: Q3 2026 in Review

Silverlake Wealth Management reduced its Caterpillar (CAT) stake by 4.3% in Q3 2026, selling an estimated $198K and leaving 5,196 shares worth $4.21M. The position accounts for 0.79% of the portfolio, ranked #20.

Silverlake Wealth Management first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.78M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Silverlake Wealth Management held 5,196 shares of Caterpillar worth $4.21M as of Q3 2026.
  • Silverlake Wealth Management sold 233 Caterpillar shares in Q3 2026, an estimated $198K.
  • Caterpillar made up 0.79% of Silverlake Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Silverlake Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's Caterpillar position peaked at $5.78M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.