SEC 13F Intelligence

Faithward Advisors, LLC / CAT

Faithward Advisors, LLC’s Caterpillar Inc Position

Does Faithward Advisors, LLC own Caterpillar Inc (CAT)? Yes12.7K shares worth $9M (+1.28% of its 13F portfolio) as of Q1 2026, up from 12.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
12.7K
% of Portfolio
+1.28%
Quarters Held
16
currently held

Position History CAT

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $6MQ3 ’21: $5MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q1 ’24: $216,560Q2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $7MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.7K$9M+1.28%
Q4 202512.6K$7M+1.06%
Q3 202512.7K$6M+0.90%
Q2 202513.0K$5M+0.78%
Q1 202512.6K$4M+0.73%
Q4 202412.9K$5M+0.80%
Q3 202412.9K$5M+0.88%
Q2 202413.4K$4M+0.81%
Q1 2024591$216,560+0.04%
Q3 202220.6K$3M+0.80%
Q2 202219.1K$3M+0.77%
Q1 202218.6K$4M+0.80%
Q4 202117.0K$4M+0.67%
Q3 202126.9K$5M+1.00%
Q2 202126.2K$6M+1.13%
Q1 202110.0K$2M+0.52%

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