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TigerOak Management’s Caterpillar CAT Stock Holding History

TigerOak 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
Q2 		$601K Hold
564
– – 0.17% 76
2026
Q1 		$400K Hold
564
– – 0.13% 86
2025
Q4 		$323K Sell
564
-42
-7% -$23.3K 0.1% 91
2025
Q3 		$289K Hold
606
– – 0.09% 94
2025
Q2 		$235K Buy
+606
New +$202K 0.08% 99
2025
Q1 		– Sell
-606
Closed -$220K – 109
2024
Q4 		$220K Buy
+606
New +$235K 0.08% 99

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

TigerOak Management's CAT Position: Q2 2026 in Review

TigerOak Management held its Caterpillar (CAT) position steady in Q2 2026 at 564 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #76.

TigerOak Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • TigerOak Management held 564 shares of Caterpillar worth $601K as of Q2 2026.
  • TigerOak Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.17% of TigerOak Management's portfolio in Q2 2026, its #76 holding.
  • TigerOak Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.