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Silverlake Wealth Management LLC

SEC CIK
0001966026
Latest filing
Aug 6, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Silverlake Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
5,429
Value
$5.78M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of CAT by Silverlake Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,429$5.78M1.1%−54−1.0%ReducedHolders
Q1 20265,483$3.88M0.8%+3+0.1%AddedHolders
Q4 20255,480$3.14M0.7%+143+2.7%AddedHolders
Q3 20255,337$2.55M0.6%+9+0.2%AddedHolders
Q2 20255,328$2.07M0.6%+1,640+44.5%AddedHolders
Q1 20253,688$1.22M0.5%+45+1.2%AddedHolders
Q4 20243,643$1.32M0.5%−96−2.6%ReducedHolders
Q3 20243,739$1.46M0.6%−389−9.4%ReducedHolders
Q2 20244,128$1.37M0.6%−484−10.5%ReducedHolders
Q1 20244,612$1.69M0.9%−114−2.4%ReducedHolders
Q4 20234,726$1.40M0.8%−1,796−27.5%ReducedHolders
Q3 20236,522$1.78M1.0%−1,076−14.2%ReducedHolders
Q2 20237,598$1.87M1.0%+15+0.2%AddedHolders
Q1 20237,583$1.74M1.1%+883+13.2%AddedHolders
Q4 20226,700$1.61M1.0%+83+1.3%AddedHolders
Q3 20226,617$1.09M0.7%+53+0.8%AddedHolders
Q2 20226,564$1.17M0.8%+413+6.7%AddedHolders
Q1 20226,151$1.37M0.8%+638+11.6%AddedHolders
Q4 20215,513$1.14M0.6%–No prior filingHolders