SEC 13F Intelligence

Eads & Heald Wealth Management / CAT

Eads & Heald Wealth Management’s Caterpillar Inc Position

Does Eads & Heald Wealth Management own Caterpillar Inc (CAT)? Yes — 4.0K shares worth $3M (+1.43% of its 13F portfolio) as of Q1 2026, down from 5.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
4.0K
% of Portfolio
+1.43%
Quarters Held
23
currently held

Position History CAT

Reported value by quarter
Q3 ’20: $266,000Q3 ’20Q4 ’20: $377,000Q1 ’21: $505,000Q2 ’21: $454,000Q2 ’21Q3 ’21: $389,000Q4 ’21: $402,000Q1 ’22: $426,000Q1 ’22Q2 ’22: $336,000Q3 ’22: $305,000Q4 ’22: $432Q4 ’22Q1 ’23: $948Q2 ’23: $1,408Q3 ’23: $1,719Q3 ’23Q4 ’23: $1,884Q1 ’24: $2,273Q2 ’24: $2,029Q2 ’24Q3 ’24: $2,399Q4 ’24: $2,337Q1 ’25: $2,047Q1 ’25Q2 ’25: $2,342Q3 ’25: $2,746Q4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.0K$3M+1.43%
Q4 20255.3K$3M+1.47%
Q3 20255.8K$2,746+1.31%
Q2 20256.0K$2,342+1.16%
Q1 20256.2K$2,047+1.04%
Q4 20246.4K$2,337+1.15%
Q3 20246.1K$2,399+1.14%
Q2 20246.1K$2,029+0.98%
Q1 20246.2K$2,273+1.06%
Q4 20236.4K$1,884+0.91%
Q3 20236.3K$1,719+0.90%
Q2 20235.7K$1,408+0.69%
Q1 20234.1K$948+0.47%
Q4 20221.8K$432+0.22%
Q3 20221.9K$305,000+0.17%
Q2 20221.9K$336,000+0.18%
Q1 20221.9K$426,000+0.20%
Q4 20211.9K$402,000+0.17%
Q3 20212.0K$389,000+0.19%
Q2 20212.1K$454,000+0.22%
Q1 20212.2K$505,000+0.26%
Q4 20202.1K$377,000+0.20%
Q3 20201.8K$266,000+0.16%

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