SEC 13F Intelligence

Mb, Levis & Associates, LLC / CAT

Mb, Levis & Associates, LLC’s Caterpillar Inc Position

Does Mb, Levis & Associates, LLC own Caterpillar Inc (CAT)? Yes — 6.6K shares worth $5M (+1.94% of its 13F portfolio) as of Q1 2026, down from 6.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
6.6K
% of Portfolio
+1.94%
Quarters Held
5
currently held

Position History CAT

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.6K$5M+1.94%
Q4 20256.6K$4M+1.59%
Q3 20256.8K$3M+1.41%
Q2 20257.7K$3M+1.32%
Q1 20257.7K$3M+1.18%

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