SEC 13F Intelligence

S&Co Inc / CAT

S&Co Inc’s Caterpillar Inc Position

Does S&Co Inc own Caterpillar Inc (CAT)? Yes — 98.8K shares worth $70M (+4.34% of its 13F portfolio) as of Q1 2026, down from 105.4K shares the prior filed quarter.

Position Value
$70M
Q1 2026
Shares
98.8K
% of Portfolio
+4.34%
Quarters Held
27
currently held

Position History CAT

Reported value by quarter
Q1 ’19: $18MQ1 ’19Q2 ’19: $18MQ3 ’19: $17MQ4 ’19: $19MQ1 ’20: $15MQ1 ’20Q4 ’20: $24MQ1 ’21: $30MQ2 ’21: $28MQ3 ’21: $25MQ3 ’21Q4 ’21: $26MQ1 ’22: $28MQ2 ’22: $22MQ3 ’22: $20MQ3 ’22Q4 ’22: $29MQ1 ’23: $27MQ2 ’23: $29MQ3 ’23: $33MQ3 ’23Q4 ’23: $35MQ1 ’24: $42MQ2 ’24: $38MQ3 ’24: $45MQ3 ’24Q4 ’24: $42MQ1 ’25: $38MQ2 ’25: $46MQ3 ’25: $53MQ3 ’25Q4 ’25: $60MQ1 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202698.8K$70M+4.34%
Q4 2025105.4K$60M+3.75%
Q3 2025112.1K$53M+3.27%
Q2 2025117.3K$46M+2.92%
Q1 2025114.9K$38M+2.54%
Q4 2024115.5K$42M+2.84%
Q3 2024115.7K$45M+2.96%
Q2 2024112.8K$38M+2.62%
Q1 2024115.8K$42M+2.99%
Q4 2023118.2K$35M+2.68%
Q3 2023119.3K$33M+2.67%
Q2 2023119.3K$29M+2.36%
Q1 2023119.5K$27M+2.32%
Q4 2022119.7K$29M+2.51%
Q3 2022120.5K$20M+1.78%
Q2 2022120.3K$22M+1.81%
Q1 2022126.9K$28M+1.98%
Q4 2021127.5K$26M+1.86%
Q3 2021128.1K$25M+1.92%
Q2 2021128.2K$28M+2.18%
Q1 2021129.0K$30M+2.52%
Q4 2020129.5K$24M+2.10%
Q1 2020131.3K$15M+2.03%
Q4 2019131.8K$19M+2.03%
Q3 2019132.7K$17M+1.86%
Q2 2019130.7K$18M+1.96%
Q1 2019130.3K$18M+1.97%

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