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Position history for YOUSIF CAPITAL MANAGEMENT, LLCYOUSIF CAPITAL MANAGEMENT, LLC's holdings in CATERPILLAR INC

Yes. Yousif Capital Management holds 61,629 shares of CAT (Caterpillar), worth $50M, as of its Q3 2026 13F filing. It reduced the position by 902 shares (-1.4%) from Q2 2026. Yousif Capital Management has held CAT in every 13F on record since Q4 2021, 20 quarterly filings. CAT is 0.6% of Yousif Capital Management's reported 13F portfolio.

Current Value

$50M

Current Shares

61,629

Total Value Change

+$13.2M

Total Shares Change

-32,403

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
61,629
-1.4%
$50M0.6%$808.87
0
2026-Q2
Decreased
62,531
-9.4%
$66.6M0.7%$1,060.41
0
2026-Q1
Decreased
69,057
-8.7%
$48.9M0.6%$704.13
0
2025-Q4
Decreased
75,613
-4.8%
$47.6M0.5%$568.04
0
2025-Q3
Decreased
79,430
-6.7%
$37.9M0.4%$471.77
0
2025-Q2
Decreased
85,085
-1.3%
$33M0.4%$382.43
0
2025-Q1
Decreased
86,180
-6.8%
$28.4M0.3%$323.34
0
2024-Q4
Decreased
92,510
-1.6%
$33.6M0.4%$354.35
0
2024-Q3
Decreased
94,032
-1.6%
$36.8M0.4%$380.68
0

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

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