Buckley Wealth Management, LLC / CAT
Buckley Wealth Management, LLC’s Caterpillar Inc Position
Does Buckley Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 8.9K shares worth $6M (+1.62% of its 13F portfolio) as of Q1 2026, down from 9.0K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
8.9K
% of Portfolio
+1.62%
Quarters Held
27
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.9K | $6M | +1.62% |
| Q4 2025 | 9.0K | $5M | +1.37% |
| Q3 2025 | 9.2K | $4M | +1.20% |
| Q2 2025 | 9.2K | $4M | +1.07% |
| Q1 2025 | 9.2K | $3M | +0.94% |
| Q4 2024 | 9.2K | $3M | +1.02% |
| Q3 2024 | 9.3K | $4M | +1.13% |
| Q2 2024 | 9.4K | $3M | +0.99% |
| Q1 2024 | 9.3K | $3M | +1.10% |
| Q4 2023 | 9.4K | $3M | +0.96% |
| Q3 2023 | 9.4K | $3M | +0.96% |
| Q2 2023 | 9.4K | $2M | +0.78% |
| Q1 2023 | 9.5K | $2M | +0.80% |
| Q4 2022 | 9.5K | $2M | +0.83% |
| Q3 2022 | 10.5K | $2M | +0.63% |
| Q2 2022 | 12.0K | $2M | +0.69% |
| Q1 2022 | 12.0K | $3M | +0.72% |
| Q4 2021 | 9.7K | $2M | +0.59% |
| Q3 2021 | 1.1K | $212,000 | +0.07% |
| Q2 2021 | 1.1K | $244,000 | +0.08% |
| Q1 2021 | 1.1K | $260,000 | +0.10% |
| Q4 2020 | 1.2K | $222,000 | +0.09% |
| Q3 2020 | 1.5K | $219,000 | +0.10% |
| Q3 2019 | 2.8K | $353,000 | +0.17% |
| Q2 2019 | 3.0K | $408,000 | +0.19% |
| Q1 2019 | 2.9K | $396,000 | +0.19% |
| Q4 2018 | 2.9K | $369,000 | +0.19% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buckley Wealth Management, LLC’s full portfolio or all institutional holders of CAT.