SEC 13F Intelligence

Greenwood Gearhart LLC / CAT

Greenwood Gearhart LLC’s Caterpillar Inc Position

Does Greenwood Gearhart LLC own Caterpillar Inc (CAT)? Yes21.5K shares worth $15M (+0.82% of its 13F portfolio) as of Q1 2026, down from 34.1K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
21.5K
% of Portfolio
+0.82%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $12MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $15MQ4 ’23: $14MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $13MQ4 ’24: $12MQ4 ’24Q1 ’25: $11MQ2 ’25: $14MQ3 ’25: $17MQ4 ’25: $20MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.5K$15M+0.82%
Q4 202534.1K$20M+1.08%
Q3 202536.1K$17M+0.99%
Q2 202536.1K$14M+0.88%
Q1 202534.5K$11M+0.79%
Q4 202434.3K$12M+0.86%
Q3 202433.1K$13M+1.08%
Q2 202431.1K$10M+0.98%
Q1 202431.2K$11M+1.12%
Q4 202348.3K$14M+1.52%
Q3 202354.5K$15M+1.76%
Q2 202353.9K$13M+1.54%
Q1 202350.9K$12M+1.48%
Q4 202250.6K$12M+1.72%
Q3 202250.0K$8M+1.30%
Q2 202247.7K$9M+1.36%
Q1 202246.6K$10M+1.43%
Q4 202145.0K$9M+1.28%
Q3 202142.9K$8M+1.28%
Q2 202141.0K$9M+1.44%
Q1 202140.0K$9M+1.65%
Q4 202043.9K$8M+1.55%
Q3 202052.8K$8M+1.82%
Q2 202054.5K$7M+1.81%
Q1 202053.3K$6M+2.02%
Q4 201951.4K$8M+1.96%
Q3 201950.8K$6M+1.77%
Q2 201948.9K$7M+1.79%
Q1 201948.0K$7M+1.91%
Q4 201847.1K$6M+1.99%

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