Byrne Asset Management LLC / CAT
Byrne Asset Management LLC’s Caterpillar Inc Position
Does Byrne Asset Management LLC own Caterpillar Inc (CAT)? Yes — 3.4K shares worth $4M (+1.98% of its 13F portfolio) as of Q2 2026, down from 3.7K shares the prior filed quarter.
Position Value
$4M
Q2 2026
Shares
3.4K
% of Portfolio
+1.98%
Quarters Held
18
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 3.4K | $4M | +1.98% |
| Q1 2026 | 3.7K | $3M | +1.55% |
| Q4 2025 | 3.9K | $2M | +1.23% |
| Q3 2025 | 3.8K | $2M | +1.12% |
| Q2 2025 | 3.9K | $2M | +1.01% |
| Q1 2025 | 3.9K | $1M | +0.94% |
| Q4 2024 | 4.2K | $2M | +1.11% |
| Q2 2024 | 4.2K | $1M | +0.99% |
| Q1 2024 | 4.3K | $2M | +1.09% |
| Q4 2023 | 4.4K | $1M | +1.01% |
| Q3 2023 | 4.6K | $1M | +1.05% |
| Q2 2023 | 4.6K | $1,141 | +0.74% |
| Q1 2023 | 4.6K | $1,042 | +0.74% |
| Q4 2022 | 4.9K | $1M | +0.85% |
| Q3 2022 | 5.5K | $895,000 | +0.69% |
| Q2 2022 | 5.3K | $951,000 | +0.70% |
| Q1 2022 | 5.3K | $1M | +0.74% |
| Q4 2021 | 4.9K | $1M | +0.66% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Byrne Asset Management LLC’s full portfolio or all institutional holders of CAT.