SkyOak Wealth’s Caterpillar CAT Stock Holding History

SkyOak Wealth’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	$754K	Hold	1,064	–	–	0.14%	97
2025 Q4	$609K	Sell	1,064 -37	-3%	-$20.6K	0.11%	113
2025 Q3	$525K	Hold	1,101	–	–	0.1%	122
2025 Q2	$427K	Hold	1,101	–	–	0.09%	138
2025 Q1	$363K	Buy	1,101 +89	+9%	+$31.7K	0.08%	142
2024 Q4	$367K	Hold	1,012	–	–	0.08%	146
2024 Q3	$396K	Hold	1,012	–	–	0.09%	135
2024 Q2	$337K	Sell	1,012 -67	-6%	-$23.2K	0.08%	155
2024 Q1	$395K	Hold	1,079	–	–	0.09%	148
2023 Q4	$319K	Sell	1,079 -69	-6%	-$17.9K	0.08%	169
2023 Q3	$313K	Hold	1,148	–	–	0.09%	158
2023 Q2	$283K	Hold	1,148	–	–	0.08%	176
2023 Q1	$263K	Buy	1,148 +9	+0.8%	+$2.18K	0.08%	179
2022 Q4	$273K	Buy	+1,139	New	+$248K	0.09%	169
2022 Q2	–	Sell	-1,109	Closed	-$247K	–	227
2022 Q1	$247K	Hold	1,109	–	–	0.07%	194
2021 Q4	$229K	Hold	1,109	–	–	0.06%	207
2021 Q3	$213K	Hold	1,109	–	–	0.06%	210
2021 Q2	$241K	Hold	1,109	–	–	0.06%	197
2021 Q1	$258K	Hold	1,109	–	–	0.07%	189
2020 Q4	$202K	Buy	+1,109	New	+$188K	0.06%	205
2020 Q3	–	Sell	-2,213	Closed	-$280K	–	213
2020 Q2	$280K	Sell	2,213 -714	-24%	-$84.7K	0.1%	195
2020 Q1	$340K	Buy	2,927 +444	+18%	+$56.7K	0.17%	143
2019 Q4	$367K	Buy	+2,483	New	+$347K	0.11%	209

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's CAT Position: Q1 2026 in Review

SkyOak Wealth held its Caterpillar (CAT) position steady in Q1 2026 at 1,064 shares worth $754K. The position accounts for 0.14% of the portfolio, ranked #97.

SkyOak Wealth first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

SkyOak Wealth held 1,064 shares of Caterpillar worth $754K as of Q1 2026.
SkyOak Wealth left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.14% of SkyOak Wealth's portfolio in Q1 2026, its #97 holding.
SkyOak Wealth first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.