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Smith Anglin Financial’s Caterpillar CAT Stock Holding History

Smith Anglin 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 		$832K Buy
2,142
+36
+2% +$12K 0.08% 92
2025
Q1 		$694K Buy
2,106
+103
+5% +$36.7K 0.07% 100
2024
Q4 		$727K Buy
2,003
+5
+0.3% +$1.94K 0.07% 93
2024
Q3 		$781K Buy
1,998
+145
+8% +$50.1K 0.08% 88
2024
Q2 		$617K Sell
1,853
-49
-3% -$17K 0.06% 89
2024
Q1 		$697K Buy
1,902
+79
+4% +$25.2K 0.07% 91
2023
Q4 		$539K Buy
1,823
+6
+0.3% +$1.56K 0.06% 98
2023
Q3 		$496K Sell
1,817
-6
-0.3% -$1.63K 0.06% 95
2023
Q2 		$448K Sell
1,823
-50
-3% -$11.1K 0.05% 104
2023
Q1 		$429K Buy
1,873
+12
+0.6% +$2.9K 0.06% 103
2022
Q4 		$446K Sell
1,861
-51
-3% -$11.1K 0.08% 89
2022
Q3 		$314K Sell
1,912
-83
-4% -$15.2K 0.07% 103
2022
Q2 		$357K Sell
1,995
-226
-10% -$47.6K 0.1% 84
2022
Q1 		$495K Buy
2,221
+110
+5% +$23.1K 0.11% 74
2021
Q4 		$436K Buy
2,111
+7
+0.3% +$1.41K 0.07% 92
2021
Q3 		$404K Buy
2,104
+4
+0.2% +$833 0.08% 85
2021
Q2 		$457K Buy
2,100
+7
+0.3% +$1.62K 0.09% 87
2021
Q1 		$485K Buy
2,093
+460
+28% +$95.2K 0.1% 80
2020
Q4 		$297K Buy
+1,633
New +$277K 0.05% 100

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smith Anglin Financial's CAT Position: Q2 2025 in Review

Smith Anglin Financial increased its Caterpillar (CAT) stake by 1.7% in Q2 2025, buying an estimated $12K and bringing the position to 2,142 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #92.

Smith Anglin Financial first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 3,020 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Smith Anglin Financial held 2,142 shares of Caterpillar worth $832K as of Q2 2025.
  • Smith Anglin Financial bought 36 Caterpillar shares in Q2 2025, an estimated $12K.
  • Caterpillar made up 0.08% of Smith Anglin Financial's portfolio in Q2 2025, its #92 holding.
  • Smith Anglin Financial first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • 3,020 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.