SEC 13F Intelligence

Wedbush Securities Inc / CAT

Wedbush Securities Inc’s Caterpillar Inc Position

Does Wedbush Securities Inc own Caterpillar Inc (CAT)? Yes — 22.2K shares worth $16M (+0.46% of its 13F portfolio) as of Q1 2026, up from 21.3K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
22.2K
% of Portfolio
+0.46%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $7MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $12MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.2K$16M+0.46%
Q4 202521.3K$12M+0.36%
Q3 202516.4K$8M+0.26%
Q2 202518.0K$7M+0.24%
Q1 202518.9K$6M+0.23%
Q4 202419.3K$7M+0.25%
Q3 202416.5K$6M+0.24%
Q2 202418.9K$6M+0.23%
Q1 202418.3K$7M+0.25%
Q4 202317.8K$5M+0.23%
Q3 202319.6K$5M+0.27%
Q2 202320.6K$5M+0.24%
Q1 202320.1K$5M+0.23%
Q4 202222.3K$5M+0.29%
Q3 202222.3K$4M+0.21%
Q2 202222.4K$4M+0.22%
Q1 202221.1K$5M+0.22%
Q4 202122.4K$5M+0.20%
Q3 202122.2K$4M+0.20%
Q2 202123.5K$5M+0.24%
Q1 202117.2K$4M+0.22%
Q4 202015.5K$3M+0.25%
Q3 202016.3K$2M+0.23%
Q2 202016.5K$2M+0.20%
Q1 202016.9K$2M+0.23%
Q4 201917.0K$3M+0.22%
Q3 201917.3K$2M+0.21%
Q2 201917.0K$2M+0.23%
Q1 201915.7K$2M+0.23%
Q4 201815.6K$2M+0.25%

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