SEC 13F Intelligence

Slagle Financial, LLC / CAT

Slagle Financial, LLC’s Caterpillar Inc Position

Does Slagle Financial, LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 6.8K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2025
Shares
6.8K
% of Portfolio
+1.00%
Quarters Held
7
position exited

Position History CAT

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20256.8K$2M+1.00%
Q4 20246.9K$2M+1.12%
Q3 20246.6K$3M+1.15%
Q2 20246.3K$2M+1.07%
Q1 20245.9K$2M+1.17%
Q3 20238.7K$2M+1.45%
Q2 20238.3K$2M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Slagle Financial, LLC’s full portfolio or all institutional holders of CAT.