Slocum, Gordon & Co’s Caterpillar CAT Stock Holding History

Slocum, Gordon & Co’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	$1.6M	Buy	1,503 +3	+0.2%	+$2.63K	1.06%	29
2026 Q1	$1.06M	Sell	1,500 -1,000	-40%	-$693K	0.72%	36
2025 Q4	$1.43M	Hold	2,500	–	–	1.04%	30
2025 Q3	$1.19M	Hold	2,500	–	–	0.95%	30
2025 Q2	$971K	Hold	2,500	–	–	0.78%	32
2025 Q1	$825K	Hold	2,500	–	–	0.61%	33
2024 Q4	$907K	Buy	2,500 +2,000	+400%	+$776K	0.75%	31
2024 Q3	$196K	Sell	500 -2,000	-80%	-$691K	0.08%	59
2024 Q2	$833K	Hold	2,500	–	–	0.62%	31
2024 Q1	$916K	Hold	2,500	–	–	0.68%	30
2023 Q4	$739K	Hold	2,500	–	–	0.65%	30
2023 Q3	$683K	Hold	2,500	–	–	0.59%	32
2023 Q2	$615K	Hold	2,500	–	–	0.45%	30
2023 Q1	$572K	Hold	2,500	–	–	0.47%	30
2022 Q4	$599K	Buy	+2,500	New	+$544K	0.39%	33

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Slocum, Gordon & Co's CAT Position: Q2 2026 in Review

Slocum, Gordon & Co increased its Caterpillar (CAT) stake by 0.2% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,503 shares worth $1.6M. The position accounts for 1.06% of the portfolio, ranked #29.

Slocum, Gordon & Co first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Slocum, Gordon & Co held 1,503 shares of Caterpillar worth $1.6M as of Q2 2026.
Slocum, Gordon & Co bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
Caterpillar made up 1.06% of Slocum, Gordon & Co's portfolio in Q2 2026, its #29 holding.
Slocum, Gordon & Co first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.