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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
Q3 		$490K Buy
604
+40
+7% +$33.9K 0.13% 85
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TigerOak Management's CAT Position: Q3 2026 in Review

TigerOak Management increased its Caterpillar (CAT) stake by 7.1% in Q3 2026, buying an estimated $33.9K and bringing the position to 604 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #85.

TigerOak Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $601K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • TigerOak Management held 604 shares of Caterpillar worth $490K as of Q3 2026.
  • TigerOak Management bought 40 Caterpillar shares in Q3 2026, an estimated $33.9K.
  • Caterpillar made up 0.13% of TigerOak Management's portfolio in Q3 2026, its #85 holding.
  • TigerOak Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • TigerOak Management's Caterpillar position peaked at $601K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.