Cx Institutional’s Caterpillar Inc Position
Does Cx Institutional own Caterpillar Inc (CAT)? Yes — 12.5K shares worth $13M (+0.38% of its 13F portfolio) as of Q2 2026, down from 14.0K shares the prior filed quarter.
Position Value
$13M
Q2 2026
Shares
12.5K
% of Portfolio
+0.38%
Quarters Held
30
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 12.5K | $13M | +0.38% |
| Q1 2026 | 14.0K | $10M | +0.30% |
| Q4 2025 | 26.2K | $15M | +0.45% |
| Q3 2025 | 26.0K | $12M | +0.38% |
| Q2 2025 | 32.9K | $13M | +0.45% |
| Q1 2025 | 30.9K | $10M | +0.38% |
| Q4 2024 | 25.4K | $9M | +0.37% |
| Q3 2024 | 26.8K | $10M | +0.47% |
| Q2 2024 | 2.8K | $918,066 | +0.04% |
| Q1 2024 | 2.7K | $1M | +0.05% |
| Q4 2023 | 2.9K | $845,898 | +0.05% |
| Q3 2023 | 3.0K | $807,870 | +0.04% |
| Q2 2023 | 3.0K | $733,995 | +0.04% |
| Q1 2023 | 2.9K | $675,903 | +0.04% |
| Q4 2022 | 2.8K | $679,373 | +0.04% |
| Q2 2022 | 10.5K | $2M | +0.14% |
| Q1 2022 | 10.3K | $2M | +0.18% |
| Q4 2021 | 1.3K | $260,000 | +0.02% |
| Q3 2021 | 963 | $185,000 | +0.02% |
| Q2 2021 | 1.0K | $228,000 | +0.02% |
| Q1 2021 | 1.1K | $255,000 | +0.02% |
| Q4 2020 | 16.7K | $3M | +0.29% |
| Q3 2020 | 21.2K | $3M | +0.34% |
| Q2 2020 | 512 | $65,000 | +0.01% |
| Q1 2020 | 410 | $48,000 | +0.01% |
| Q4 2019 | 3.1K | $458,000 | +0.08% |
| Q3 2019 | 112 | $14,000 | 0.00% |
| Q2 2019 | 134 | $18,000 | 0.00% |
| Q1 2019 | 179 | $24,000 | 0.00% |
| Q4 2018 | 67 | $9,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cx Institutional’s full portfolio or all institutional holders of CAT.