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

ZACKS INVESTMENT MANAGEMENT holds 285,444 shares of CAT (CATERPILLAR INC), worth $304M as of 2026-Q2. The position was decreased (-31.8% shares). CAT represents 2.2% of ZACKS INVESTMENT MANAGEMENT's portfolio.

Current Value

$304M

Current Shares

285,444

Total Value Change

+$128.3M

Total Shares Change

-163,634

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
285,444
-31.8%
$304M2.2%$1,062.93
0
2026-Q1
Decreased
418,264
-0.9%
$296.3M2.4%$705.80
0
2025-Q4
Decreased
421,914
-0.1%
$241.7M1.9%$569.39
0
2025-Q3
Decreased
422,182
-0.5%
$201.4M1.6%$472.89
0
2025-Q2
Increased
424,071
+0.7%
$164.6M1.4%$383.34
48
2025-Q1
Increased
421,139
+1.2%
$138.9M1.3%$324.10
48
2024-Q4
Decreased
416,326
-7.3%
$151M1.4%$355.19
0
2024-Q3
Increased
449,078
+2.1%
$175.6M1.5%$381.59
49

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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