SEC 13F Intelligence

Pinnacle Holdings, LLC / CAT

Pinnacle Holdings, LLC’s Caterpillar Inc Position

Does Pinnacle Holdings, LLC own Caterpillar Inc (CAT)? Yes — 10.9K shares worth $8M (+2.50% of its 13F portfolio) as of Q1 2026, up from 9.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
10.9K
% of Portfolio
+2.50%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $2.4BQ4 ’18Q1 ’19: $2.6BQ2 ’19: $2.6BQ3 ’19: $2.4BQ4 ’19: $2.8BQ4 ’19Q1 ’20: $2.3BQ2 ’20: $2.6BQ3 ’20: $1.8BQ4 ’20: $2.2BQ4 ’20Q1 ’21: $2.8BQ2 ’21: $2.6BQ3 ’21: $2.2BQ4 ’21: $2.4BQ4 ’21Q1 ’22: $2.9BQ2 ’22: $2.3BQ3 ’22: $2.2BQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $4MQ4 ’25: $6MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.9K$8M+2.50%
Q4 20259.7K$6M+1.87%
Q3 20259.3K$4M+1.54%
Q2 20259.3K$4M+1.30%
Q1 20258.5K$3M+1.07%
Q4 20249.0K$3M+1.23%
Q3 20249.5K$4M+1.45%
Q2 20249.5K$3M+1.29%
Q1 20249.7K$4M+1.42%
Q4 202310.5K$3M+1.27%
Q3 202310.4K$3M+1.33%
Q2 202311.5K$3M+1.26%
Q1 202311.6K$3M+1.23%
Q4 202211.6K$3M+1.24%
Q3 202213.2K$2.2B+1.01%
Q2 202213.1K$2.3B+1.07%
Q1 202212.9K$2.9B+1.13%
Q4 202111.7K$2.4B+1.02%
Q3 202111.7K$2.2B+0.99%
Q2 202112.0K$2.6B+1.20%
Q1 202112.0K$2.8B+1.29%
Q4 202012.1K$2.2B+1.16%
Q3 202012.3K$1.8B+1.06%
Q2 202020.6K$2.6B+1.25%
Q1 202020.2K$2.3B+1.34%
Q4 201918.8K$2.8B+1.04%
Q3 201918.7K$2.4B+0.89%
Q2 201918.8K$2.6B+0.95%
Q1 201919.0K$2.6B+0.96%
Q4 201819.0K$2.4B+1.00%

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