SEC 13F Intelligence

Delta Capital Management LLC / CAT

Delta Capital Management LLC’s Caterpillar Inc Position

Does Delta Capital Management LLC own Caterpillar Inc (CAT)? Yes — 8.8K shares worth $6M (+3.45% of its 13F portfolio) as of Q1 2026, down from 8.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
8.8K
% of Portfolio
+3.45%
Quarters Held
8
currently held

Position History CAT

Reported value by quarter
Q2 ’24: $333,000Q2 ’24Q3 ’24: $391,000Q3 ’24Q4 ’24: $363,000Q4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.8K$6M+3.45%
Q4 20258.9K$5M+2.85%
Q3 20259.9K$5M+2.43%
Q2 20259.9K$4M+2.15%
Q1 20259.9K$3M+1.89%
Q4 20241.0K$363,000+0.21%
Q3 20241.0K$391,000+0.23%
Q2 20241.0K$333,000+0.20%

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