How many shares of CAT does Cresset Asset Management, LLC own?

As of 2026-Q2, Cresset Asset Management, LLC holds 91,417 shares of CAT (CATERPILLAR INC).

What is Cresset Asset Management, LLC's CAT position worth?

As of 2026-Q2, Cresset Asset Management, LLC's CAT position is worth $97.4M.

Is Cresset Asset Management, LLC buying or selling CAT?

In 2026-Q2, Cresset Asset Management, LLC decreased their CAT position (-4.5% change in shares).

When did Cresset Asset Management, LLC first buy CAT?

Based on available 13F filings, Cresset Asset Management, LLC first reported a position in CAT in 2018-Q4. They have held the position across 31 quarters.

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Cresset Asset Management, LLC

CAT
31 quarters

Position history for Cresset Asset Management, LLC's holdings in CATERPILLAR INC

Current Value

$97.4M

Current Shares

91,417

Total Value Change

+$96.9M

Total Shares Change

+87,898

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	91,417	-4.5%	$97.4M	0.4%	$1,062.93	0
2026-Q1	Increased	95,768	+0.8%	$67.8M	0.3%	$705.80	36
2025-Q4	Decreased	95,044	-0.5%	$54.4M	0.2%	$569.39	0
2025-Q3	Decreased	95,518	-8.0%	$45.6M	0.2%	$472.89	0
2025-Q2	Decreased	103,803	-4.7%	$40.3M	0.2%	$383.34	0
2025-Q1	Decreased	108,894	-6.0%	$35.9M	0.2%	$324.10	0
2024-Q4	Decreased	115,877	-34.7%	$42M	0.2%	$355.19	0
2024-Q3	Increased	177,538	+2.8%	$69.4M	0.3%	$381.59	36
2024-Q2	Increased	172,776	+62.3%	$57.6M	0.2%	$323.67	51
2024-Q1	Increased	106,485	+1.5%	$39M	0.2%	$354.76	35
2023-Q4	Increased	104,928	+9.6%	$31M	0.2%	$284.93	38
2023-Q3	Increased	95,773	+38.8%	$26.1M	0.1%	$261.73	45
2023-Q2	Increased	69,027	+681.5%	$17M	0.0%	$234.73	46
2023-Q1	Decreased	8,833	-10.3%	$2M	0.0%	$217.14	0
2022-Q4	Decreased	9,842	-12.5%	$2.2M	0.0%	$226.23	0
2022-Q3	Decreased	11,247	-27.1%	$1.8M	0.0%	$153.92	0
2022-Q2	Decreased	15,426	-20.5%	$2.2M	0.0%	$166.53	0
2022-Q1	Decreased	19,404	-42.1%	$4.3M	0.0%	$206.59	0
2021-Q4	Increased	33,491	+17.5%	$6.9M	0.1%	$190.75	32
2021-Q3	Increased	28,498	+19.0%	$5.5M	0.1%	$176.15	32
2021-Q2	Increased	23,956	+56.1%	$5.2M	0.1%	$198.63	38
2021-Q1	Increased	15,347	+29.9%	$3.6M	0.1%	$210.68	33
2020-Q4	Increased	11,817	+5.0%	$2.2M	0.0%	$164.51	27
2020-Q3	Increased	11,258	+7.8%	$1.7M	0.0%	$133.98	28
2020-Q2	Increased	10,442	+5.9%	$1.3M	0.0%	$112.79	27
2020-Q1	Increased	9,864	+20.2%	$1.1M	0.0%	$102.52	30
2019-Q4	Increased	8,204	+6.1%	$1.2M	0.0%	$129.57	27
2019-Q3	Increased	7,733	+116.4%	$977,000	0.0%	$109.95	40
2019-Q2	Decreased	3,573	-7.1%	$487,000	0.0%	$117.74	0
2019-Q1	Increased	3,847	+9.3%	$521,000	0.0%	$116.34	26
2018-Q4	New	3,519	-	$447,000	0.0%	$108.41	33

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

CAT31 quarters

CAT
31 quarters