SEC 13F Intelligence

Monument Capital Management / CAT

Monument Capital Management’s Caterpillar Inc Position

Does Monument Capital Management own Caterpillar Inc (CAT)? Yes — 13.8K shares worth $10M (+2.45% of its 13F portfolio) as of Q1 2026, down from 14.4K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
13.8K
% of Portfolio
+2.45%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $7MQ4 ’25: $8MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.8K$10M+2.45%
Q4 202514.4K$8M+2.05%
Q3 202514.7K$7M+1.76%
Q2 202515.2K$6M+1.54%
Q1 202515.1K$5M+1.53%
Q4 202414.9K$5M+1.49%
Q3 202414.9K$6M+1.61%
Q2 202414.8K$5M+1.45%
Q1 202415.1K$6M+1.60%
Q4 202315.7K$5M+1.49%
Q3 202315.7K$4M+1.44%
Q2 202315.7K$4M+1.23%
Q1 202318.1K$4M+1.39%
Q4 202218.1K$4M+1.48%
Q3 202217.5K$3M+1.08%
Q2 202215.8K$3M+1.07%
Q1 202215.9K$4M+1.15%
Q4 202115.5K$3M+1.00%
Q3 202117.6K$3M+1.15%
Q2 202117.1K$4M+1.29%
Q1 202116.7K$4M+1.56%
Q4 202017.8K$3M+1.50%
Q3 202017.6K$3M+1.39%
Q2 202018.5K$2M+1.38%
Q1 202018.4K$2M+1.53%
Q4 201918.4K$3M+1.38%
Q3 201918.3K$2M+1.25%
Q2 201919.2K$3M+1.41%
Q1 201918.8K$3M+1.45%
Q4 201818.9K$2M+1.50%

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