Janney Capital Management LLC / CAT
Janney Capital Management LLC’s Caterpillar Inc Position
Does Janney Capital Management LLC own Caterpillar Inc (CAT)? Yes — 37.4K shares worth $21M (+1.35% of its 13F portfolio) as of Q4 2025, down from 38.2K shares the prior filed quarter.
Position Value
$21M
Q4 2025
Shares
37.4K
% of Portfolio
+1.35%
Quarters Held
23
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 37.4K | $21M | +1.35% |
| Q3 2025 | 38.2K | $18M | +1.13% |
| Q2 2025 | 38.3K | $15M | +0.96% |
| Q1 2025 | 38.8K | $13M | +0.88% |
| Q4 2024 | 41.0K | $15M | +0.98% |
| Q3 2024 | 41.6K | $16M | +1.10% |
| Q2 2024 | 41.8K | $14M | +0.98% |
| Q1 2024 | 44.9K | $16M | +1.09% |
| Q4 2023 | 77.5K | $23M | +1.54% |
| Q3 2023 | 81.3K | $22M | +1.71% |
| Q2 2023 | 80.1K | $20M | +1.37% |
| Q1 2023 | 81.6K | $19M | +1.41% |
| Q4 2022 | 78.7K | $19M | +1.35% |
| Q3 2022 | 75.8K | $12M | +1.01% |
| Q2 2022 | 74.5K | $13M | +1.07% |
| Q1 2022 | 73.8K | $16M | +1.17% |
| Q4 2021 | 73.1K | $15M | +0.98% |
| Q3 2021 | 73.6K | $14M | +0.95% |
| Q2 2021 | 106.5K | $23M | +1.48% |
| Q1 2021 | 107.5K | $25M | +1.65% |
| Q4 2020 | 106.1K | $19M | +1.34% |
| Q3 2020 | 96.0K | $14M | +0.98% |
| Q2 2020 | 68.6K | $9M | +0.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Capital Management LLC’s full portfolio or all institutional holders of CAT.