Question 1

How many shares of CAT does ZACKS INVESTMENT MANAGEMENT own?

Accepted Answer

As of 2026-Q2, ZACKS INVESTMENT MANAGEMENT holds 285,444 shares of CAT (CATERPILLAR INC).

Question 2

What is ZACKS INVESTMENT MANAGEMENT's CAT position worth?

Accepted Answer

As of 2026-Q2, ZACKS INVESTMENT MANAGEMENT's CAT position is worth $304M.

Question 3

Is ZACKS INVESTMENT MANAGEMENT buying or selling CAT?

Accepted Answer

In 2026-Q2, ZACKS INVESTMENT MANAGEMENT decreased their CAT position (-31.8% change in shares).

Question 4

When did ZACKS INVESTMENT MANAGEMENT first buy CAT?

Accepted Answer

Based on available 13F filings, ZACKS INVESTMENT MANAGEMENT first reported a position in CAT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	285,444	-31.8%	$304M	2.2%	$1,062.93	0
2026-Q1	Decreased	418,264	-0.9%	$296.3M	2.4%	$705.80	0
2025-Q4	Decreased	421,914	-0.1%	$241.7M	1.9%	$569.39	0
2025-Q3	Decreased	422,182	-0.5%	$201.4M	1.6%	$472.89	0
2025-Q2	Increased	424,071	+0.7%	$164.6M	1.4%	$383.34	48
2025-Q1	Increased	421,139	+1.2%	$138.9M	1.3%	$324.10	48
2024-Q4	Decreased	416,326	-7.3%	$151M	1.4%	$355.19	0
2024-Q3	Increased	449,078	+2.1%	$175.6M	1.5%	$381.59	49