SEC 13F Intelligence

Argent Advisors, Inc. / CAT

Argent Advisors, Inc.’s Caterpillar Inc Position

Does Argent Advisors, Inc. own Caterpillar Inc (CAT)? Yes7.3K shares worth $5M (+1.40% of its 13F portfolio) as of Q1 2026, down from 8.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
7.3K
% of Portfolio
+1.40%
Quarters Held
26
currently held

Position History CAT

Reported value by quarter
Q4 ’19: $956,000Q4 ’19Q1 ’20: $859,000Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $947,000Q2 ’22: $704,000Q3 ’22: $663,000Q4 ’22: $950,335Q4 ’22Q1 ’23: $962,272Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.3K$5M+1.40%
Q4 20258.0K$5M+1.27%
Q3 20257.9K$4M+1.11%
Q2 20257.6K$3M+0.92%
Q1 20257.3K$2M+0.81%
Q4 20247.0K$3M+0.94%
Q3 20247.1K$3M+1.03%
Q2 20247.3K$2M+0.96%
Q1 20248.1K$3M+1.17%
Q4 20238.1K$2M+1.05%
Q3 20238.2K$2M+1.02%
Q2 20238.5K$2M+0.96%
Q1 20234.2K$962,272+0.46%
Q4 20224.0K$950,335+0.49%
Q3 20224.0K$663,000+0.39%
Q2 20223.9K$704,000+0.40%
Q1 20224.2K$947,000+0.51%
Q4 20217.6K$2M+0.85%
Q3 20217.5K$1M+0.83%
Q2 20216.6K$1M+0.87%
Q1 20217.6K$2M+1.13%
Q4 202011.7K$2M+1.30%
Q3 202011.5K$2M+1.17%
Q2 202010.2K$1M+0.99%
Q1 20207.4K$859,000+0.86%
Q4 20196.5K$956,000+0.72%

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