SEC 13F Intelligence

Foster & Motley Inc / CAT

Foster & Motley Inc’s Caterpillar Inc Position

Does Foster & Motley Inc own Caterpillar Inc (CAT)? Yes14.5K shares worth $10M (+0.53% of its 13F portfolio) as of Q1 2026, down from 15.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
14.5K
% of Portfolio
+0.53%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $432,000Q4 ’18Q1 ’19: $409,000Q2 ’19: $445,000Q3 ’19: $426,000Q4 ’19: $495,000Q4 ’19Q1 ’20: $796,000Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $9MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.5K$10M+0.53%
Q4 202515.5K$9M+0.47%
Q3 202517.7K$8M+0.46%
Q2 202518.9K$7M+0.42%
Q1 202517.8K$6M+0.37%
Q4 202416.9K$6M+0.40%
Q3 202416.7K$7M+0.41%
Q2 202416.5K$6M+0.38%
Q1 202416.3K$6M+0.41%
Q4 202316.9K$5M+0.37%
Q3 202316.9K$5M+0.38%
Q2 202315.7K$4M+0.30%
Q1 202314.5K$3M+0.27%
Q4 202212.9K$3M+0.26%
Q3 202211.0K$2M+0.17%
Q2 202211.5K$2M+0.18%
Q1 202211.4K$3M+0.20%
Q4 202111.9K$2M+0.19%
Q3 202112.1K$2M+0.19%
Q2 202111.5K$3M+0.21%
Q1 202111.8K$3M+0.23%
Q4 202012.6K$2M+0.22%
Q3 202013.9K$2M+0.25%
Q2 202013.3K$2M+0.21%
Q1 20206.9K$796,000+0.12%
Q4 20193.4K$495,000+0.06%
Q3 20193.4K$426,000+0.06%
Q2 20193.3K$445,000+0.06%
Q1 20193.0K$409,000+0.06%
Q4 20183.4K$432,000+0.07%

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