Silverleafe Capital Partners’s Caterpillar CAT Stock Holding History

Silverleafe Capital Partners’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	$234K	Sell	288 -6	-2%	-$5.09K	0.07%	91
2026 Q2	$313K	Sell	294 -8	-3%	-$7.03K	0.09%	82
2026 Q1	$214K	Buy	+302	New	+$209K	0.06%	93
2022 Q3	–	Sell	-20,953	Closed	-$3.75M	–	64
2022 Q2	$3.75M	Buy	20,953 +2,566	+14%	+$541K	2.23%	16
2022 Q1	$4.1M	Sell	18,387 -10,291	-36%	-$2.16M	1.84%	18
2021 Q4	$5.93M	Buy	28,678 +1,112	+4%	+$224K	2.13%	16
2021 Q3	$5.29M	Buy	27,566 +3,198	+13%	+$666K	2.08%	19
2021 Q2	$5.3M	Buy	24,368 +86	+0.4%	+$19.9K	2.04%	18
2021 Q1	$5.63M	Sell	24,282 -3,156	-12%	-$653K	2.3%	13
2020 Q4	$4.99M	Buy	27,438 +2,832	+12%	+$480K	2.27%	14
2020 Q3	$3.67M	Buy	+24,606	New	+$3.46M	1.87%	19

Other funds holding CAT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Silverleafe Capital Partners's CAT Position: Q3 2026 in Review

Silverleafe Capital Partners reduced its Caterpillar (CAT) stake by 2% in Q3 2026, selling an estimated $5.09K and leaving 288 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #91.

Silverleafe Capital Partners first reported a position in CAT in Q3 2020 and has held it in 11 quarters since. The position peaked at $5.93M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Silverleafe Capital Partners held 288 shares of Caterpillar worth $234K as of Q3 2026.
Silverleafe Capital Partners sold 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
Caterpillar made up 0.07% of Silverleafe Capital Partners's portfolio in Q3 2026, its #91 holding.
Silverleafe Capital Partners first reported a position in Caterpillar in Q3 2020 and has held it in 11 quarters since.
Silverleafe Capital Partners's Caterpillar position peaked at $5.93M in Q4 2021.
2,818 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Silverleafe Capital Partners's 13F filing for Q3 2026, filed 2 Oct 2026.