SEC 13F Intelligence

Connective Portfolio Management, LLC / CAT

Connective Portfolio Management, LLC’s Caterpillar Inc Position

Does Connective Portfolio Management, LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 1.0K shares worth $572,870 in Q4 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$572,870
Q4 2025
Shares
1.0K
% of Portfolio
+1.03%
Quarters Held
2
position exited

Position History CAT

Reported value by quarter
Q3 ’25: $943,220Q3 ’25Q4 ’25: $572,870Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.0K$572,870+1.03%
Q3 20252.0K$943,220+1.67%

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