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CAT

Showing 8 of 29 quarters

Position history for ZACKS INVESTMENT MANAGEMENT's holdings in CATERPILLAR INC

Current Value

$296.3M

Current Shares

418,264

Total Value Change

+$149.8M

Total Shares Change

-21,545

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
418,264
-0.9%
$296.3M2.4%$722.18
0
2025-Q4
Decreased
421,914
-0.1%
$241.7M1.9%$576.04
0
2025-Q3
Decreased
422,182
-0.5%
$201.4M1.6%$469.16
0
2025-Q2
Increased
424,071
+0.7%
$164.6M1.4%$381.32
48
2025-Q1
Increased
421,139
+1.2%
$138.9M1.3%$325.22
48
2024-Q4
Decreased
416,326
-7.3%
$151M1.4%$356.77
0
2024-Q3
Increased
449,078
+2.1%
$175.6M1.5%$382.99
49
2024-Q2
Decreased
439,809
-15.6%
$146.5M1.6%$324.88
0

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