Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 110,066
Value: $117.2M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	110,066	$117.2M	1.3%	−1,006−0.9%	Reduced	Holders
Q1 2026	111,072	$78.7M	1.0%	−1,018−0.9%	Reduced	Holders
Q4 2025	112,090	$64.2M	0.8%	−906−0.8%	Reduced	Holders
Q3 2025	112,996	$53.9M	0.7%	+334+0.3%	Added	Holders
Q2 2025	112,662	$43.7M	0.6%	+414+0.4%	Added	Holders
Q1 2025	112,248	$37.0M	0.5%	+642+0.6%	Added	Holders
Q4 2024	111,606	$40.5M	0.5%	+15,600+16.2%	Added	Holders
Q3 2024	96,006	$28.4M	0.5%	−15,159−13.6%	Reduced	Holders
Q2 2024	111,165	$37.0M	0.6%	+15,300+16.0%	Added	Holders
Q1 2024	95,865	$35.1M	0.6%	−141−0.1%	Reduced	Holders
Q4 2023	96,006	$28.4M	0.5%	+5,237+5.8%	Added	Holders
Q3 2023	90,769	$24.8M	0.5%	+10,445+13.0%	Added	Holders
Q2 2023	80,324	$19.8M	0.3%	+13,633+20.4%	Added	Holders
Q1 2023	66,691	$15.3M	0.3%	−318−0.5%	Reduced	Holders
Q4 2022	67,009	$16.1M	0.3%	+5,851+9.6%	Added	Holders
Q3 2022	61,158	$10.0M	0.2%	−296−0.5%	Reduced	Holders
Q2 2022	61,454	$11.0M	0.2%	−958−1.5%	Reduced	Holders
Q1 2022	62,412	$13.9M	0.2%	−6,262−9.1%	Reduced	Holders
Q4 2021	68,674	$14.2M	0.2%	+3,306+5.1%	Added	Holders
Q3 2021	65,368	$12.5M	0.2%	+515+0.8%	Added	Holders
Q2 2021	64,853	$14.1M	0.3%	−1,712−2.6%	Reduced	Holders
Q1 2021	66,565	$15.4M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.