SEC 13F Intelligence

Nichols & Pratt Advisers LLP /Ma / CAT

Nichols & Pratt Advisers LLP /Ma’s Caterpillar Inc Position

Does Nichols & Pratt Advisers LLP /Ma own Caterpillar Inc (CAT)? Yes — 57.7K shares worth $41M (+2.64% of its 13F portfolio) as of Q1 2026, down from 60.4K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
57.7K
% of Portfolio
+2.64%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $17MQ2 ’19: $17MQ3 ’19: $16MQ4 ’19: $18MQ4 ’19Q1 ’20: $14MQ2 ’20: $15MQ3 ’20: $18MQ4 ’20: $22MQ4 ’20Q1 ’21: $28MQ2 ’21: $25MQ3 ’21: $22MQ4 ’21: $23MQ4 ’21Q1 ’22: $25MQ2 ’22: $20MQ3 ’22: $18MQ4 ’22: $26MQ4 ’22Q1 ’23: $24MQ2 ’23: $26MQ3 ’23: $28MQ4 ’23: $28MQ4 ’23Q1 ’24: $32MQ2 ’24: $28MQ3 ’24: $32MQ4 ’24: $26MQ4 ’24Q1 ’25: $23MQ2 ’25: $27MQ3 ’25: $34MQ4 ’25: $35MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.7K$41M+2.64%
Q4 202560.4K$35M+2.16%
Q3 202571.4K$34M+2.15%
Q2 202570.3K$27M+1.83%
Q1 202569.9K$23M+1.57%
Q4 202472.4K$26M+1.75%
Q3 202481.9K$32M+2.07%
Q2 202485.5K$28M+1.92%
Q1 202487.7K$32M+2.17%
Q4 202395.2K$28M+2.00%
Q3 2023103.9K$28M+2.15%
Q2 2023106.4K$26M+1.91%
Q1 2023106.8K$24M+1.88%
Q4 2022110.0K$26M+2.12%
Q3 2022110.2K$18M+1.61%
Q2 2022110.2K$20M+1.61%
Q1 2022110.0K$25M+1.78%
Q4 2021111.5K$23M+1.59%
Q3 2021112.3K$22M+1.65%
Q2 2021113.8K$25M+1.86%
Q1 2021122.2K$28M+2.21%
Q4 2020123.1K$22M+1.78%
Q3 2020123.9K$18M+1.60%
Q2 2020122.3K$15M+1.38%
Q1 2020121.2K$14M+1.41%
Q4 2019120.2K$18M+1.46%
Q3 2019127.3K$16M+1.31%
Q2 2019128.2K$17M+1.44%
Q1 2019128.5K$17M+1.46%
Q4 2018129.0K$16M+1.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nichols & Pratt Advisers LLP /Ma’s full portfolio or all institutional holders of CAT.