SEC 13F Intelligence

O'neil Global Advisors, Inc. / CAT

O'neil Global Advisors, Inc.’s Caterpillar Inc Position

Does O'neil Global Advisors, Inc. own Caterpillar Inc (CAT)? Yes616 shares worth $436,411 (+3.02% of its 13F portfolio) as of Q1 2026, down from 2.1K shares the prior filed quarter.

Position Value
$436,411
Q1 2026
Shares
616
% of Portfolio
+3.02%
Quarters Held
2
currently held

Position History CAT

Reported value by quarter
Q4 ’22: $497,000Q4 ’22Q1 ’26: $436,411Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026616$436,411+3.02%
Q4 20222.1K$497,000+2.29%

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