Janney Montgomery Scott LLC / CAT
Janney Montgomery Scott LLC’s Caterpillar Inc Position
Does Janney Montgomery Scott LLC own Caterpillar Inc (CAT)? Yes — 289.4K shares worth $205M (+0.51% of its 13F portfolio) as of Q1 2026, up from 246.6K shares the prior filed quarter.
Position Value
$205M
Q1 2026
Shares
289.4K
% of Portfolio
+0.51%
Quarters Held
30
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 289.4K | $205M | +0.51% |
| Q4 2025 | 246.6K | $141M | +0.32% |
| Q3 2025 | 242.6K | $116M | +0.27% |
| Q2 2025 | 245.4K | $95M | +0.25% |
| Q1 2025 | 255.6K | $84M | +0.24% |
| Q4 2024 | 253.5K | $92M | +0.25% |
| Q3 2024 | 260.8K | $102M | +0.28% |
| Q2 2024 | 257.2K | $86M | +0.26% |
| Q1 2024 | 258.7K | $95M | +0.28% |
| Q4 2023 | 283.0K | $84M | +0.27% |
| Q3 2023 | 280.0K | $76M | +0.28% |
| Q2 2023 | 278.7K | $69M | +0.24% |
| Q1 2023 | 275.6K | $63M | +0.26% |
| Q4 2022 | 277.9K | $67M | +0.26% |
| Q3 2022 | 268.3K | $44M | +0.19% |
| Q2 2022 | 265.7K | $49M | +0.22% |
| Q1 2022 | 270.3K | $60M | +0.26% |
| Q4 2021 | 271.0K | $56M | +0.22% |
| Q3 2021 | 252.3K | $48M | +0.21% |
| Q2 2021 | 245.6K | $53M | +0.24% |
| Q1 2021 | 249.3K | $58M | +0.28% |
| Q4 2020 | 245.0K | $45M | +0.22% |
| Q3 2020 | 220.8K | $33M | +0.19% |
| Q2 2020 | 211.2K | $27M | +0.17% |
| Q1 2020 | 207.5K | $24M | +0.19% |
| Q4 2019 | 212.8K | $31M | +0.21% |
| Q3 2019 | 209.3K | $26M | +0.19% |
| Q2 2019 | 211.5K | $29M | +0.22% |
| Q1 2019 | 201.0K | $27M | +0.22% |
| Q4 2018 | 182.8K | $23M | +0.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of CAT.