SEC 13F Intelligence

Fruth Investment Management / CAT

Fruth Investment Management’s Caterpillar Inc Position

Does Fruth Investment Management own Caterpillar Inc (CAT)? Yes7.2K shares worth $5M (+1.28% of its 13F portfolio) as of Q1 2026, down from 7.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
7.2K
% of Portfolio
+1.28%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $969,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.2K$5M+1.28%
Q4 20257.6K$4M+1.17%
Q3 20257.7K$4M+1.00%
Q2 20257.9K$3M+0.83%
Q4 20247.9K$3M+0.79%
Q3 20247.9K$3M+0.80%
Q2 20247.9K$3M+0.72%
Q1 20248.0K$3M+0.76%
Q4 20238.0K$2M+0.67%
Q3 20238.0K$2M+0.65%
Q2 20238.1K$2M+0.57%
Q1 20238.1K$2M+0.54%
Q4 20228.1K$2M+0.57%
Q3 20228.1K$1M+0.44%
Q2 20228.1K$2M+0.50%
Q1 20228.1K$2M+0.50%
Q4 20218.1K$2M+0.46%
Q3 20218.1K$2M+0.48%
Q2 20218.3K$2M+0.54%
Q1 20218.3K$2M+0.60%
Q4 20208.3K$2M+0.52%
Q3 20208.3K$1M+0.49%
Q2 20208.4K$1M+0.45%
Q1 20208.4K$969,000+0.50%
Q4 20198.4K$1M+0.47%
Q3 20198.4K$1M+0.42%
Q2 20198.4K$1M+0.46%
Q1 20198.4K$1M+0.47%
Q4 20188.5K$1M+0.51%

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