SF
CAT icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Slagle Financial's CAT Position: Q2 2025 in Review

Slagle Financial sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 6,828 shares — an estimated $2.25M sold.

Slagle Financial first reported a position in CAT in Q2 2023 and held it in 8 quarters. The position peaked at $2.58M in Q3 2024. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Slagle Financial reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Slagle Financial sold 6,828 Caterpillar shares in Q2 2025, an estimated $2.25M.
  • Slagle Financial first reported a position in Caterpillar in Q2 2023 and held it in 8 quarters.
  • Slagle Financial's Caterpillar position peaked at $2.58M in Q3 2024.
  • 3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Slagle Financial's 13F filing for Q2 2025, filed 11 Aug 2025.