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Slagle Financial’s Caterpillar CAT Stock Holding History

Slagle Financial’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 		$286K Buy
+269
New +$236K 0.09% 105
2025
Q2 		– Sell
-6,828
Closed -$2.25M – 115
2025
Q1 		$2.25M Sell
6,828
-30
-0.4% -$10.7K 1% 39
2024
Q4 		$2.49M Buy
6,858
+260
+4% +$101K 1.12% 34
2024
Q3 		$2.58M Buy
6,598
+331
+5% +$114K 1.15% 32
2024
Q2 		$2.09M Buy
6,267
+376
+6% +$130K 1.07% 39
2024
Q1 		$2.16M Sell
5,891
-11,119
-65% -$3.55M 1.17% 38
2023
Q4 		$2.53M Buy
17,010
+8,319
+96% +$2.16M 1.45% 23
2023
Q3 		$2.37M Buy
8,691
+380
+5% +$103K 1.45% 22
2023
Q2 		$2.04M Buy
+8,311
New +$1.85M 1.27% 28

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

Slagle Financial's CAT Position: Q2 2026 in Review

Slagle Financial opened a new position in Caterpillar (CAT) in Q2 2026: 269 shares worth $286K. The stake represents 0.09% of the portfolio and ranks #105 among its holdings. This is a return to the name: Slagle Financial previously reported a position in CAT as recently as Q1 2025.

Slagle Financial first reported a position in CAT in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.58M in Q3 2024. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Slagle Financial held 269 shares of Caterpillar worth $286K as of Q2 2026.
  • Caterpillar was a new Slagle Financial position in Q2 2026.
  • Caterpillar made up 0.09% of Slagle Financial's portfolio in Q2 2026, its #105 holding.
  • Slagle Financial first reported a position in Caterpillar in Q2 2023 and has held it in 9 quarters since.
  • Slagle Financial's Caterpillar position peaked at $2.58M in Q3 2024.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.