Cambridge Investment Research Advisors, Inc. / CAT
Cambridge Investment Research Advisors, Inc.’s Caterpillar Inc Position
Does Cambridge Investment Research Advisors, Inc. own Caterpillar Inc (CAT)? Yes — 210.6K shares worth $149M (+0.38% of its 13F portfolio) as of Q1 2026, down from 213.9K shares the prior filed quarter.
Position Value
$149M
Q1 2026
Shares
210.6K
% of Portfolio
+0.38%
Quarters Held
30
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 210.6K | $149M | +0.38% |
| Q4 2025 | 213.9K | $123M | +0.32% |
| Q3 2025 | 208.0K | $99M | +0.27% |
| Q2 2025 | 198.6K | $77M | +0.23% |
| Q1 2025 | 184.2K | $61M | +0.20% |
| Q4 2024 | 185.7K | $67M | +0.23% |
| Q3 2024 | 189.4K | $74M | +0.25% |
| Q2 2024 | 188.3K | $63M | +0.23% |
| Q1 2024 | 188.8K | $69M | +0.27% |
| Q4 2023 | 149.0K | $44M | +0.19% |
| Q3 2023 | 181.4K | $50M | +0.23% |
| Q2 2023 | 182.6K | $45M | +0.20% |
| Q1 2023 | 178.5K | $41M | +0.20% |
| Q4 2022 | 186.5K | $45M | +0.23% |
| Q3 2022 | 198.9K | $33M | +0.18% |
| Q2 2022 | 200.8K | $36M | +0.19% |
| Q1 2022 | 207.8K | $46M | +0.21% |
| Q4 2021 | 185.3K | $38M | +0.17% |
| Q3 2021 | 165.6K | $32M | +0.16% |
| Q2 2021 | 170.0K | $37M | +0.18% |
| Q1 2021 | 169.1K | $39M | +0.21% |
| Q4 2020 | 155.9K | $28M | +0.17% |
| Q3 2020 | 153.3K | $23M | +0.15% |
| Q2 2020 | 144.3K | $18M | +0.14% |
| Q1 2020 | 151.8K | $18M | +0.17% |
| Q4 2019 | 150.7K | $22M | +0.17% |
| Q3 2019 | 146.9K | $19M | +0.16% |
| Q2 2019 | 133.6K | $18M | +0.17% |
| Q1 2019 | 130.0K | $18M | +0.17% |
| Q4 2018 | 119.6K | $15M | +0.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cambridge Investment Research Advisors, Inc.’s full portfolio or all institutional holders of CAT.