Forbes J M & Co LLP
- SEC CIK
- 0001067532
- Latest filing
- Jul 20, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Forbes J M & Co LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,885
- Value
- $2.01M
- % of portfolio
- 0.2%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,885 | $2.01M | 0.2% | +495+35.6% | Added | Holders |
| Q1 2026 | 1,390 | $984.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,390 | $796.3K | 0.1% | +113+8.8% | Added | Holders |
| Q3 2025 | 1,277 | $609.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,277 | $495.7K | <0.1% | −314−19.7% | Reduced | Holders |
| Q1 2025 | 1,591 | $524.7K | 0.1% | −110−6.5% | Reduced | Holders |
| Q4 2024 | 1,701 | $617.1K | 0.1% | +394+30.1% | Added | Holders |
| Q3 2024 | 1,307 | $511.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 1,307 | $435.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,307 | $478.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,307 | $386.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 1,307 | $356.8K | <0.1% | +1,307 | New | Holders |