SEC 13F Intelligence

Kinloch Capital, LLC / CAT

Kinloch Capital, LLC’s Caterpillar Inc Position

Does Kinloch Capital, LLC own Caterpillar Inc (CAT)? Yes6.1K shares worth $4M (+1.75% of its 13F portfolio) as of Q1 2026, down from 10.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
6.1K
% of Portfolio
+1.75%
Quarters Held
22
currently held

Position History CAT

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $3,611Q1 ’23: $2,531Q1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.1K$4M+1.75%
Q4 202510.0K$6M+2.46%
Q3 202510.1K$5M+2.10%
Q2 202510.1K$4M+1.83%
Q1 202510.0K$3M+1.58%
Q4 202410.6K$4M+1.93%
Q3 202410.3K$4M+1.96%
Q2 202410.7K$4M+1.86%
Q1 202410.9K$4M+2.05%
Q4 202310.4K$3M+1.95%
Q3 202310.7K$3M+1.83%
Q2 202310.9K$3M+1.60%
Q1 202311.1K$2,531+1.48%
Q4 202215.1K$3,611+2.10%
Q3 202214.6K$2M+1.58%
Q2 202214.2K$3M+1.64%
Q1 202213.8K$3M+1.84%
Q4 202113.4K$3M+1.71%
Q3 202110.8K$2M+1.47%
Q2 202110.4K$2M+1.63%
Q1 202110.3K$2M+1.84%
Q4 202013.4K$2M+2.06%

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