SEC 13F Intelligence

Neville Rodie & Shaw Inc / CAT

Neville Rodie & Shaw Inc’s Caterpillar Inc Position

Does Neville Rodie & Shaw Inc own Caterpillar Inc (CAT)? Yes — 15.0K shares worth $16M (+1.03% of its 13F portfolio) as of Q2 2026, down from 15.3K shares the prior filed quarter.

Position Value
$16M
Q2 2026
Shares
15.0K
% of Portfolio
+1.03%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $5MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $3MQ4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $7MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ4 ’24: $7MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $9MQ1 ’26: $11MQ1 ’26Q2 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202615.0K$16M+1.03%
Q1 202615.3K$11M+0.79%
Q4 202515.7K$9M+0.64%
Q3 202516.6K$8M+0.57%
Q2 202517.7K$7M+0.51%
Q1 202518.1K$6M+0.47%
Q4 202418.3K$7M+0.48%
Q3 202418.3K$7M+0.53%
Q2 202418.4K$6M+0.46%
Q1 202418.4K$7M+0.51%
Q4 202318.4K$5M+0.44%
Q3 202318.9K$5M+0.46%
Q2 202318.9K$5M+0.40%
Q1 202321.0K$5M+0.44%
Q4 202221.0K$5M+0.47%
Q3 202221.2K$3M+0.34%
Q2 202223.9K$4M+0.38%
Q1 202223.9K$5M+0.39%
Q4 202124.0K$5M+0.35%
Q3 202126.6K$5M+0.40%
Q2 202126.9K$6M+0.45%
Q1 202125.7K$6M+0.49%
Q3 202020.5K$3M+0.29%
Q2 202020.2K$3M+0.26%
Q1 202020.2K$2M+0.28%
Q4 201920.4K$3M+0.30%
Q3 201920.8K$3M+0.28%
Q2 201920.8K$3M+0.30%
Q1 201921.6K$3M+0.31%
Q4 201822.9K$3M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neville Rodie & Shaw Inc’s full portfolio or all institutional holders of CAT.