Northcrest Asset Manangement, LLC / CAT
Northcrest Asset Manangement, LLC’s Caterpillar Inc Position
Does Northcrest Asset Manangement, LLC own Caterpillar Inc (CAT)? Yes — 55.3K shares worth $40M (+1.24% of its 13F portfolio) as of Q1 2026, down from 76.5K shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
55.3K
% of Portfolio
+1.24%
Quarters Held
18
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 55.3K | $40M | +1.24% |
| Q4 2025 | 76.5K | $47M | +1.05% |
| Q3 2025 | 75.0K | $37M | +0.87% |
| Q2 2025 | 75.1K | $30M | +0.80% |
| Q1 2025 | 76.1K | $25M | +0.76% |
| Q4 2024 | 74.2K | $29M | +0.88% |
| Q3 2024 | 74.2K | $29M | +0.88% |
| Q2 2024 | 73.2K | $24M | +0.81% |
| Q1 2024 | 72.4K | $27M | +0.90% |
| Q4 2023 | 71.8K | $21M | +0.80% |
| Q3 2023 | 71.7K | $20M | +0.80% |
| Q2 2023 | 72.2K | $18M | +0.70% |
| Q1 2023 | 72.8K | $17M | +0.69% |
| Q4 2022 | 71.8K | $17M | +0.98% |
| Q3 2022 | 73.7K | $12M | +0.65% |
| Q2 2022 | 72.2K | $13M | +0.66% |
| Q1 2022 | 71.1K | $16M | +0.75% |
| Q4 2021 | 69.2K | $14M | +0.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northcrest Asset Manangement, LLC’s full portfolio or all institutional holders of CAT.