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CAT
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Position history for O'SHAUGHNESSY ASSET MANAGEMENT, LLC's holdings in CATERPILLAR INC

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 137,539 shares of CAT (CATERPILLAR INC), worth $97.4M as of 2026-Q1. The position was decreased (-26.1% shares). CAT represents 0.5% of O'SHAUGHNESSY ASSET MANAGEMENT, LLC's portfolio.

Current Value

$97.4M

Current Shares

137,539

Total Value Change

+$69M

Total Shares Change

+52,268

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
137,539
-26.1%
$97.4M0.5%$722.18
0
2025-Q4
Decreased
186,094
-15.2%
$106.6M0.6%$576.04
0
2025-Q3
Decreased
219,537
-3.6%
$104.8M0.6%$469.16
0
2025-Q2
Decreased
227,708
-0.6%
$88.4M0.6%$381.32
0
2025-Q1
Increased
229,116
+16.0%
$75.6M0.6%$325.22
48
2024-Q4
Increased
197,515
+57.3%
$71.7M0.6%$356.77
59
2024-Q3
Increased
125,573
+47.3%
$49.5M0.4%$382.99
48
2024-Q2
Increased
85,271
+51.1%
$28.4M0.3%$324.88
48

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

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