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
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 137,539 |
-26.1% |
| $97.4M |
| 0.5% |
| $722.18 |
0 |
| 2025-Q4 | Decreased | 186,094 | -15.2% | $106.6M | 0.6% | $576.04 | 0 |
| 2025-Q3 | Decreased | 219,537 | -3.6% | $104.8M | 0.6% | $469.16 | 0 |
| 2025-Q2 | Decreased | 227,708 | -0.6% | $88.4M | 0.6% | $381.32 | 0 |
| 2025-Q1 | Increased | 229,116 | +16.0% | $75.6M | 0.6% | $325.22 | 48 |
| 2024-Q4 | Increased | 197,515 | +57.3% | $71.7M | 0.6% | $356.77 | 59 |
| 2024-Q3 | Increased | 125,573 | +47.3% | $49.5M | 0.4% | $382.99 | 48 |
| 2024-Q2 | Increased | 85,271 | +51.1% | $28.4M | 0.3% | $324.88 | 48 |