SEC 13F Intelligence

Romano Brothers And Company / CAT

Romano Brothers And Company’s Caterpillar Inc Position

Does Romano Brothers And Company own Caterpillar Inc (CAT)? Yes14.2K shares worth $10M (+1.15% of its 13F portfolio) as of Q1 2026, down from 14.3K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
14.2K
% of Portfolio
+1.15%
Quarters Held
15
currently held

Position History CAT

Reported value by quarter
Q3 ’22: $3MQ3 ’22Q4 ’22: $5MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $7MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ3 ’25Q4 ’25: $8MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.2K$10M+1.15%
Q4 202514.3K$8M+0.93%
Q3 202516.4K$8M+0.90%
Q2 202517.0K$7M+0.82%
Q1 202517.2K$6M+0.73%
Q4 202417.2K$6M+0.79%
Q3 202417.9K$7M+0.87%
Q2 202418.0K$6M+0.83%
Q1 202418.1K$7M+0.91%
Q4 202318.6K$5M+0.82%
Q3 202319.1K$5M+0.81%
Q2 202319.2K$5M+0.70%
Q1 202319.4K$4M+0.69%
Q4 202220.2K$5M+0.73%
Q3 202220.3K$3M+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Romano Brothers And Company’s full portfolio or all institutional holders of CAT.