Moran Wealth Management, LLC / CAT
Moran Wealth Management, LLC’s Caterpillar Inc Position
Does Moran Wealth Management, LLC own Caterpillar Inc (CAT)? Yes — 47.3K shares worth $34M (+1.03% of its 13F portfolio) as of Q1 2026, down from 55.6K shares the prior filed quarter.
Position Value
$34M
Q1 2026
Shares
47.3K
% of Portfolio
+1.03%
Quarters Held
14
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.3K | $34M | +1.03% |
| Q4 2025 | 55.6K | $32M | +0.98% |
| Q3 2025 | 59.4K | $28M | +0.85% |
| Q2 2025 | 60.4K | $23M | +0.72% |
| Q1 2025 | 61.2K | $20M | +0.68% |
| Q4 2024 | 54.9K | $20M | +0.64% |
| Q3 2024 | 55.2K | $22M | +0.66% |
| Q2 2024 | 55.3K | $18M | +0.61% |
| Q1 2024 | 54.8K | $20M | +0.65% |
| Q4 2023 | 54.6K | $16M | +0.57% |
| Q3 2023 | 56.1K | $15M | +0.59% |
| Q2 2023 | 56.4K | $14M | +0.52% |
| Q1 2023 | 59.2K | $14M | +0.51% |
| Q4 2022 | 57.1K | $14M | +0.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moran Wealth Management, LLC’s full portfolio or all institutional holders of CAT.