SEC 13F Intelligence

Drexel Morgan & Co. / CAT

Drexel Morgan & Co.’s Caterpillar Inc Position

Does Drexel Morgan & Co. own Caterpillar Inc (CAT)? Yes — 27.9K shares worth $20M (+2.90% of its 13F portfolio) as of Q1 2026.

Position Value
$20M
Q1 2026
Shares
27.9K
% of Portfolio
+2.90%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $5MQ4 ’23: $8MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $11MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ3 ’25: $13MQ4 ’25: $16MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.9K$20M+2.90%
Q4 202527.9K$16M+2.50%
Q3 202527.9K$13M+2.09%
Q2 202527.9K$11M+1.92%
Q1 202527.9K$9M+1.93%
Q4 202427.9K$10M+2.09%
Q3 202427.9K$11M+2.03%
Q2 202427.9K$9M+1.99%
Q1 202427.9K$10M+2.10%
Q4 202327.7K$8M+1.90%
Q3 202317.7K$5M+1.32%
Q2 202317.7K$4M+1.13%
Q1 202317.7K$4M+1.02%
Q4 202217.7K$4M+0.87%
Q3 202217.7K$3M+0.70%
Q2 202217.5K$3M+0.86%
Q1 202217.5K$4M+1.14%
Q4 202117.5K$4M+1.05%
Q3 202117.5K$3M+1.08%
Q2 202117.5K$4M+1.13%
Q1 202117.5K$4M+1.03%
Q4 202017.5K$3M+0.87%
Q3 202017.6K$3M+0.92%
Q2 202017.6K$2M+0.84%
Q1 202017.6K$2M+0.79%
Q4 201911.0K$2M+1.22%
Q3 201913.4K$2M+1.30%
Q2 201913.3K$2M+1.39%
Q1 201913.1K$2M+1.57%
Q4 201812.7K$2M+1.61%

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