Roman Butler Fullerton & Co / CAT
Roman Butler Fullerton & Co’s Caterpillar Inc Position
Does Roman Butler Fullerton & Co own Caterpillar Inc (CAT)? Yes — 5.4K shares worth $4M (+1.14% of its 13F portfolio) as of Q1 2026, up from 5.4K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
5.4K
% of Portfolio
+1.14%
Quarters Held
30
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.4K | $4M | +1.14% |
| Q4 2025 | 5.4K | $3M | +0.91% |
| Q3 2025 | 5.2K | $3M | +0.81% |
| Q2 2025 | 4.8K | $2M | +0.62% |
| Q1 2025 | 4.8K | $1M | +0.55% |
| Q4 2024 | 4.9K | $2M | +0.62% |
| Q3 2024 | 4.6K | $2M | +0.54% |
| Q2 2024 | 4.6K | $2M | +0.49% |
| Q1 2024 | 4.3K | $2M | +0.58% |
| Q4 2023 | 4.2K | $1M | +0.49% |
| Q3 2023 | 4.1K | $1M | +0.52% |
| Q2 2023 | 4.1K | $1M | +0.49% |
| Q1 2023 | 4.5K | $985,845 | +0.49% |
| Q4 2022 | 9.0K | $2M | +1.19% |
| Q3 2022 | 3.8K | $690,000 | +0.44% |
| Q2 2022 | 3.8K | $664,000 | +0.37% |
| Q1 2022 | 3.7K | $820,000 | +0.38% |
| Q4 2021 | 3.7K | $755,000 | +0.33% |
| Q3 2021 | 3.6K | $722,000 | +0.34% |
| Q2 2021 | 3.6K | $793,000 | +0.39% |
| Q1 2021 | 4.2K | $969,000 | +0.48% |
| Q4 2020 | 4.4K | $803,000 | +0.47% |
| Q3 2020 | 4.0K | $600,000 | +0.39% |
| Q2 2020 | 7.0K | $885,000 | +0.63% |
| Q1 2020 | 6.5K | $757,000 | +0.67% |
| Q4 2019 | 6.5K | $933,000 | +0.62% |
| Q3 2019 | 6.5K | $818,000 | +0.57% |
| Q2 2019 | 5.8K | $784,000 | +0.53% |
| Q1 2019 | 4.8K | $654,000 | +0.46% |
| Q4 2018 | 6.8K | $907,000 | +0.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Roman Butler Fullerton & Co’s full portfolio or all institutional holders of CAT.