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SILVER OAK SECURITIES, INCORPORATED: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVER OAK SECURITIES, INCORPORATED on CAT, newest first. How the timeline and the estimate are built.

SILVER OAK SECURITIES, INCORPORATED held 20,176 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,176 shares
    Change vs previous 13F +2,142 shares

    1.3% of the 13F portfolio, value $21,485,676.

    13F-HR 0001080576-26-000004 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,034 shares
    Change vs previous 13F -231 shares

    0.93% of the 13F portfolio, value $12,776,262.

    13F-HR 0001080576-26-000003 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,265 shares
    Change vs previous 13F -2,368 shares

    0.71% of the 13F portfolio, value $10,546,275.

    13F-HR 0001080576-26-000001 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,633 shares
    Change vs previous 13F -1,708 shares

    0.74% of the 13F portfolio, value $9,845,137.

    13F-HR 0001080576-25-000010 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,341 shares
    Change vs previous 13F -1,207 shares

    0.72% of the 13F portfolio, value $8,672,804.

    13F-HR 0001080576-25-000007 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 23,548 shares
    Change vs previous 13F -856 shares

    0.73% of the 13F portfolio, value $7,763,520.

    13F-HR/A 0001080576-25-000005 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,404 shares
    Change vs previous 13F +1,880 shares

    0.82% of the 13F portfolio, value $8,858,728.

    13F-HR 0001080576-25-000002 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,524 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $8,806,354.

    13F-HR 0001080576-24-000011 filed by SILVER OAK SECURITIES, INCORPORATED
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).