SEC 13F Intelligence

Yoffe Investment Management, LLC / CAT

Yoffe Investment Management, LLC’s Caterpillar Inc Position

Does Yoffe Investment Management, LLC own Caterpillar Inc (CAT)? Yes — 2.6K shares worth $2M (+2.39% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
2.6K
% of Portfolio
+2.39%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $956,667Q4 ’24Q1 ’25: $869,745Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.6K$2M+2.39%
Q4 20252.6K$2M+1.93%
Q3 20252.6K$1M+1.64%
Q2 20252.6K$1M+1.40%
Q1 20252.6K$869,745+1.28%
Q4 20242.6K$956,667+1.42%

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