SEC 13F Intelligence

Allied Investment Advisors, LLC / CAT

Allied Investment Advisors, LLC’s Caterpillar Inc Position

Does Allied Investment Advisors, LLC own Caterpillar Inc (CAT)? Yes — 38.7K shares worth $27M (+3.93% of its 13F portfolio) as of Q1 2026, down from 41.1K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
38.7K
% of Portfolio
+3.93%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $9MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $16MQ2 ’24: $14MQ3 ’24: $17MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $17MQ3 ’25: $21MQ4 ’25: $24MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.7K$27M+3.93%
Q4 202541.1K$24M+3.64%
Q3 202543.5K$21M+3.30%
Q2 202543.7K$17M+2.97%
Q1 202543.0K$14M+2.69%
Q4 202441.8K$15M+3.05%
Q3 202442.4K$17M+3.29%
Q2 202442.4K$14M+3.32%
Q1 202443.5K$16M+3.85%
Q4 202343.6K$13M+3.50%
Q3 202343.8K$12M+3.57%
Q2 202344.0K$11M+3.14%
Q1 202343.3K$10M+3.07%
Q4 202243.4K$10M+3.25%
Q3 202243.4K$7M+2.66%
Q2 202241.4K$7M+2.65%
Q1 202240.5K$9M+2.94%
Q4 202138.1K$8M+2.69%
Q3 202136.5K$7M+2.65%
Q2 202136.4K$8M+2.98%
Q1 202137.9K$9M+3.76%
Q4 202038.9K$7M+3.40%
Q3 202039.0K$6M+3.13%
Q2 202039.2K$5M+2.86%
Q1 202037.5K$4M+3.14%
Q4 201935.2K$5M+3.07%
Q3 201934.4K$4M+2.80%
Q2 201933.2K$5M+3.04%
Q1 201933.1K$4M+3.11%
Q4 201831.3K$4M+3.28%

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