Position history for ZACKS INVESTMENT MANAGEMENT's holdings in CATERPILLAR INC
ZACKS INVESTMENT MANAGEMENT holds 418,264 shares of CAT (CATERPILLAR INC), worth $296.3M as of 2026-Q1. The position was decreased (-0.9% shares). CAT represents 2.4% of ZACKS INVESTMENT MANAGEMENT's portfolio.
Current Value
$296.3M
Current Shares
418,264
Total Value Change
+$149.8M
Total Shares Change
-21,545
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 418,264 |
-0.9% |
| $296.3M |
| 2.4% |
| $722.18 |
0 |
| 2025-Q4 | Decreased | 421,914 | -0.1% | $241.7M | 1.9% | $576.04 | 0 |
| 2025-Q3 | Decreased | 422,182 | -0.5% | $201.4M | 1.6% | $469.16 | 0 |
| 2025-Q2 | Increased | 424,071 | +0.7% | $164.6M | 1.4% | $381.32 | 48 |
| 2025-Q1 | Increased | 421,139 | +1.2% | $138.9M | 1.3% | $325.22 | 48 |
| 2024-Q4 | Decreased | 416,326 | -7.3% | $151M | 1.4% | $356.77 | 0 |
| 2024-Q3 | Increased | 449,078 | +2.1% | $175.6M | 1.5% | $382.99 | 49 |
| 2024-Q2 | Decreased | 439,809 | -15.6% | $146.5M | 1.6% | $324.88 | 0 |