SEC 13F Intelligence

Csm Advisors, LLC / CAT

Csm Advisors, LLC’s Caterpillar Inc Position

Does Csm Advisors, LLC own Caterpillar Inc (CAT)? Yes — 70.6K shares worth $50,041 (+1.23% of its 13F portfolio) as of Q1 2026, down from 72.9K shares the prior filed quarter.

Position Value
$50,041
Q1 2026
Shares
70.6K
% of Portfolio
+1.23%
Quarters Held
10
currently held

Position History CAT

Reported value by quarter
Q4 ’23: $10,257Q4 ’23Q1 ’24: $13,006Q2 ’24: $12,032Q2 ’24Q3 ’24: $13,445Q4 ’24: $24,550Q4 ’24Q1 ’25: $8,464Q2 ’25: $34,678Q2 ’25Q3 ’25: $34,505Q4 ’25: $41,729Q4 ’25Q1 ’26: $50,041filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.6K$50,041+1.23%
Q4 202572.9K$41,729+1.13%
Q3 202572.3K$34,505+0.96%
Q2 202589.3K$34,678+1.01%
Q1 202525.7K$8,464+0.46%
Q4 202467.7K$24,550+0.67%
Q3 202434.4K$13,445+0.88%
Q2 202436.1K$12,032+0.85%
Q1 202435.5K$13,006+0.85%
Q4 202334.7K$10,257+0.74%

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