Cottage Street Advisors LLC / CAT
Cottage Street Advisors LLC’s Caterpillar Inc Position
Does Cottage Street Advisors LLC own Caterpillar Inc (CAT)? Yes — 6.5K shares worth $5M (+2.00% of its 13F portfolio) as of Q1 2026, down from 6.5K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
6.5K
% of Portfolio
+2.00%
Quarters Held
15
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.5K | $5M | +2.00% |
| Q4 2025 | 6.5K | $4M | +1.59% |
| Q3 2025 | 7.0K | $3M | +1.43% |
| Q2 2025 | 5.7K | $2M | +1.15% |
| Q1 2025 | 5.9K | $2M | +0.97% |
| Q4 2024 | 5.8K | $2M | +1.10% |
| Q3 2024 | 5.7K | $2M | +1.22% |
| Q2 2024 | 5.8K | $2M | +1.13% |
| Q1 2024 | 5.8K | $2M | +1.27% |
| Q4 2023 | 5.7K | $2M | +1.14% |
| Q3 2023 | 5.5K | $2M | +1.10% |
| Q2 2023 | 5.2K | $1M | +0.93% |
| Q1 2023 | 4.9K | $1M | +0.87% |
| Q1 2019 | 4.3K | $583,000 | +0.36% |
| Q4 2018 | 4.3K | $547,000 | +0.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cottage Street Advisors LLC’s full portfolio or all institutional holders of CAT.