SEC 13F Intelligence

Barometer Capital Management Inc. / CAT

Barometer Capital Management Inc.’s Caterpillar Inc Position

Does Barometer Capital Management Inc. own Caterpillar Inc (CAT)? Yes — 16.5K shares worth $12M (+4.00% of its 13F portfolio) as of Q1 2026, down from 69.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
16.5K
% of Portfolio
+4.00%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’20: $5.7BQ4 ’20Q1 ’21: $6.4BQ1 ’21Q4 ’22: $6MQ4 ’22Q3 ’25: $6MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.5K$12M+4.00%
Q4 202569.5K$2M+0.43%
Q3 202512.4K$6M+1.35%
Q4 202227.0K$6M+1.90%
Q1 202127.6K$6.4B+1.06%
Q4 202031.4K$5.7B+1.07%

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