SEC 13F Intelligence

Longbow Finance SA / CAT

Longbow Finance SA’s Caterpillar Inc Position

Does Longbow Finance SA own Caterpillar Inc (CAT)? Yes — 9.5K shares worth $7M (+1.22% of its 13F portfolio) as of Q1 2026, down from 14.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
9.5K
% of Portfolio
+1.22%
Quarters Held
8
currently held

Position History CAT

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q1 ’23: $7MQ1 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $5MQ4 ’23Q2 ’25: $13MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$7M+1.22%
Q4 202514.2K$8M+1.37%
Q3 202528.2K$13M+1.33%
Q2 202532.7K$13M+1.35%
Q4 202316.5K$5M+0.50%
Q3 202315.7K$4M+0.52%
Q1 202331.6K$7M+0.91%
Q4 202231.3K$7M+1.01%

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