SEC 13F Intelligence

Capital Investment Advisors, LLC / CAT

Capital Investment Advisors, LLC’s Caterpillar Inc Position

Does Capital Investment Advisors, LLC own Caterpillar Inc (CAT)? Yes — 35.6K shares worth $25M (+0.37% of its 13F portfolio) as of Q1 2026, down from 37.0K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
35.6K
% of Portfolio
+0.37%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $12MQ3 ’20: $15MQ4 ’20: $19MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $9,719Q4 ’22Q1 ’23: $14MQ2 ’23: $16MQ3 ’23: $11MQ4 ’23: $11MQ4 ’23Q1 ’24: $14MQ2 ’24: $13MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $15MQ3 ’25: $18MQ4 ’25: $21MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.6K$25M+0.37%
Q4 202537.0K$21M+0.32%
Q3 202537.9K$18M+0.30%
Q2 202538.0K$15M+0.26%
Q1 202538.1K$13M+0.25%
Q4 202438.3K$14M+0.28%
Q3 202437.6K$15M+0.30%
Q2 202437.8K$13M+0.28%
Q1 202438.7K$14M+0.33%
Q4 202338.2K$11M+0.28%
Q3 202339.1K$11M+0.30%
Q2 202367.0K$16M+0.50%
Q1 202362.1K$14M+0.42%
Q4 202240.6K$9,719+0.29%
Q3 202240.6K$7M+0.23%
Q2 202240.9K$7M+0.24%
Q1 202241.3K$9M+0.28%
Q4 202140.8K$8M+0.26%
Q3 202139.4K$8M+0.25%
Q2 202139.9K$9M+0.30%
Q1 202140.4K$9M+0.35%
Q4 2020104.8K$19M+0.80%
Q3 2020101.0K$15M+0.72%
Q2 202095.7K$12M+0.63%
Q1 202087.3K$10M+0.65%
Q4 201977.6K$11M+0.45%
Q3 201973.7K$9M+0.49%
Q2 201966.4K$9M+0.50%
Q1 201922.6K$3M+0.18%
Q4 201822.4K$3M+0.19%

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