Wright Investors Service Inc / CAT
Wright Investors Service Inc’s Caterpillar Inc Position
Does Wright Investors Service Inc own Caterpillar Inc (CAT)? Yes — 9.8K shares worth $7M (+2.18% of its 13F portfolio) as of Q1 2026, down from 10.9K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
9.8K
% of Portfolio
+2.18%
Quarters Held
25
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 9.8K | $7M | +2.18% |
| Q4 2025 | 10.9K | $6M | +1.87% |
| Q3 2025 | 12.1K | $6M | +1.67% |
| Q2 2025 | 14.0K | $5M | +1.64% |
| Q1 2025 | 16.0K | $5M | +1.75% |
| Q4 2024 | 17.6K | $6M | +2.07% |
| Q3 2024 | 14.1K | $6M | +1.45% |
| Q2 2024 | 14.1K | $5M | +1.24% |
| Q1 2024 | 14.0K | $5M | +1.30% |
| Q4 2023 | 14.1K | $4M | +1.18% |
| Q3 2023 | 11.6K | $3M | +0.92% |
| Q2 2023 | 11.6K | $3M | +0.81% |
| Q1 2023 | 4.8K | $1M | +0.31% |
| Q4 2022 | 4.5K | $1M | +0.31% |
| Q3 2022 | 4.8K | $792,000 | +0.25% |
| Q2 2022 | 15.4K | $3M | +0.78% |
| Q1 2022 | 12.8K | $3M | +0.71% |
| Q4 2021 | 12.5K | $3M | +0.65% |
| Q2 2020 | 2.2K | $274,000 | +0.11% |
| Q1 2020 | 5.2K | $601,000 | +0.26% |
| Q4 2019 | 3.9K | $579,000 | +0.20% |
| Q3 2019 | 4.0K | $501,000 | +0.18% |
| Q2 2019 | 9.7K | $1M | +0.50% |
| Q1 2019 | 11.6K | $2M | +0.63% |
| Q4 2018 | 21.7K | $3M | +1.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wright Investors Service Inc’s full portfolio or all institutional holders of CAT.