Slow Capital’s Caterpillar CAT Stock Holding History

Slow Capital’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	$9.8M	Sell	9,205 -1,442	-14%	-$1.27M	1.14%	27
2026 Q1	$7.54M	Sell	10,647 -294	-3%	-$204K	0.98%	29
2025 Q4	$6.27M	Buy	10,941 +52	+0.5%	+$28.9K	0.75%	44
2025 Q3	$5.2M	Buy	10,889 +67	+0.6%	+$28.6K	0.61%	52
2025 Q2	$4.2M	Sell	10,822 -12	-0.1%	-$4K	0.51%	58
2025 Q1	$3.57M	Buy	10,834 +142	+1%	+$50.6K	0.48%	62
2024 Q4	$3.88M	Sell	10,692 -1,093	-9%	-$424K	0.55%	51
2024 Q3	$4.61M	Sell	11,785 -123	-1%	-$42.5K	0.71%	42
2024 Q2	$3.97M	Sell	11,908 -241	-2%	-$83.6K	0.64%	45
2024 Q1	$4.45M	Sell	12,149 -30	-0.2%	-$9.59K	0.71%	38
2023 Q4	$3.6M	Sell	12,179 -5	-0%	-$1.3K	0.63%	48
2023 Q3	$3.33M	Buy	12,184 +602	+5%	+$163K	0.61%	46
2023 Q2	$2.85M	Sell	11,582 -214	-2%	-$47.7K	0.49%	64
2023 Q1	$2.7M	Buy	11,796 +1,591	+16%	+$385K	0.5%	71
2022 Q4	$2.44M	Buy	10,205 +348	+4%	+$75.8K	0.54%	63
2022 Q3	$1.62M	Sell	9,857 -100	-1%	-$18.3K	0.35%	89
2022 Q2	$1.78M	Sell	9,957 -731	-7%	-$154K	0.43%	84
2022 Q1	$2.38M	Sell	10,688 -2,369	-18%	-$497K	0.44%	80
2021 Q4	$2.7M	Buy	13,057 +264	+2%	+$53.2K	0.46%	79
2021 Q3	$2.46M	Buy	12,793 +402	+3%	+$83.7K	0.45%	80
2021 Q2	$2.7M	Sell	12,391 -1,824	-13%	-$421K	0.51%	73
2021 Q1	$3.35M	Sell	14,215 -170	-1%	-$35.2K	0.73%	39
2020 Q4	$2.62M	Sell	14,385 -340	-2%	-$57.7K	0.63%	48
2020 Q3	$2.2M	Buy	14,725 +59	+0.4%	+$8.29K	0.6%	57
2020 Q2	$1.85M	Buy	14,666 +281	+2%	+$33.3K	0.54%	66
2020 Q1	$1.67M	Sell	14,385 -328	-2%	-$41.9K	0.63%	56
2019 Q4	$2.17M	Sell	14,713 -365	-2%	-$50.9K	0.67%	45
2019 Q3	$1.91M	Buy	15,078 +62	+0.4%	+$7.88K	0.67%	58
2019 Q2	$2.05M	Buy	15,016 +232	+2%	+$30.7K	0.84%	41
2019 Q1	$2M	Sell	14,784 -76	-0.5%	-$10.1K	0.8%	46
2018 Q4	$1.89M	Buy	14,860 +1,666	+13%	+$217K	0.91%	41
2018 Q3	$2.01M	Buy	13,194 +749	+6%	+$106K	0.9%	37
2018 Q2	$1.69M	Sell	12,445 -60	-0.5%	-$8.96K	0.86%	49
2018 Q1	$1.84M	Buy	12,505 +216	+2%	+$34.1K	0.83%	45
2017 Q4	$1.94M	Buy	+12,289	New	+$1.7M	1%	33

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Slow Capital's CAT Position: Q2 2026 in Review

Slow Capital reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $1.27M and leaving 9,205 shares worth $9.8M. The position accounts for 1.14% of the portfolio, ranked #27.

Slow Capital first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Slow Capital held 9,205 shares of Caterpillar worth $9.8M as of Q2 2026.
Slow Capital sold 1,442 Caterpillar shares in Q2 2026, an estimated $1.27M.
Caterpillar made up 1.14% of Slow Capital's portfolio in Q2 2026, its #27 holding.
Slow Capital first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Slow Capital's 13F filing for Q2 2026, filed 22 Jul 2026.