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 Q3	$813K	Sell	1,003 -500	-33%	-$424K	0.57%	40
2026 Q2	$1.6M	Buy	1,503 +3	+0.2%	+$2.64K	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	$824K	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	$682K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Slocum, Gordon & Co's CAT Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its Caterpillar (CAT) stake by 33% in Q3 2026, selling an estimated $424K and leaving 1,003 shares worth $813K. The position accounts for 0.57% of the portfolio, ranked #40.

Slocum, Gordon & Co first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q2 2026. 1,924 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Slocum, Gordon & Co held 1,003 shares of Caterpillar worth $813K as of Q3 2026.
Slocum, Gordon & Co sold 500 Caterpillar shares in Q3 2026, an estimated $424K.
Caterpillar made up 0.57% of Slocum, Gordon & Co's portfolio in Q3 2026, its #40 holding.
Slocum, Gordon & Co first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
Slocum, Gordon & Co's Caterpillar position peaked at $1.6M in Q2 2026.
1,924 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.