Question 1

How many shares of CAT does XPONANCE LLC own?

Accepted Answer

As of 2026-Q2, XPONANCE LLC holds 122,094 shares of CAT (CATERPILLAR INC).

Question 2

What is XPONANCE LLC's CAT position worth?

Accepted Answer

As of 2026-Q2, XPONANCE LLC's CAT position is worth $130M.

Question 3

Is XPONANCE LLC buying or selling CAT?

Accepted Answer

In 2026-Q2, XPONANCE LLC increased their CAT position (+42.8% change in shares).

Question 4

When did XPONANCE LLC first buy CAT?

Accepted Answer

Based on available 13F filings, XPONANCE LLC first reported a position in CAT in 2024-Q3. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	122,094	+42.8%	$130M	0.8%	$1,062.93	57
2026-Q1	Increased	85,474	+14.1%	$60.6M	0.4%	$705.80	40
2025-Q4	Increased	74,942	+11.8%	$42.9M	0.3%	$569.39	39
2025-Q3	Decreased	67,039	-4.8%	$32M	0.3%	$472.89	0
2025-Q2	Decreased	70,408	-0.4%	$27.3M	0.2%	$383.34	0
2025-Q1	Increased	70,671	+0.8%	$23.3M	0.2%	$324.10	34
2024-Q4	Increased	70,127	+0.1%	$25.4M	0.2%	$355.19	34
2024-Q3	Increased	70,049	+0.3%	$27.4M	0.3%	$381.59	34

CATShowing 8 of 25 quarters

CAT
Showing 8 of 25 quarters