SAF
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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

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Norges Bank
Norges Bank Oslo, Norway $935B AUM