Ownership history in PINNACLE ASSOCIATES LTD · 90 quarters on record
This page tracks every 13F SEC filing in which PINNACLE ASSOCIATES LTD reported a position in Caterpillar Incorporated COM (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 112,090 | -906 | -0.8% | 0.82% | $64.2M | $571.53 |
| 2025 Q3 | ADDED | 112,996 | +334 | +0.3% | 0.72% | $53.9M | $474.67 |
| 2025 Q2 | ADDED | 112,662 | +414 | +0.4% | 0.63% | $43.7M | $384.78 |
| 2025 Q1 | ADDED | 112,248 | +642 | +0.6% | 0.54% | $37.0M | $325.32 |
| 2024 Q4 | ADDED | 111,606 | +15,600 | +16.2% | 0.55% | $40.5M | $356.53 |
| 2024 Q3 | REDUCED | 96,006 | -15,159 | -13.6% | 0.48% | $28.4M | $383.03 |
| 2024 Q2 | ADDED | 111,165 | +15,300 | +16.0% | 0.58% | $37.0M | $324.88 |
| 2024 Q1 | REDUCED | 95,865 | -141 | -0.1% | 0.55% | $35.1M | $356.09 |
| 2023 Q4 | ADDED | 96,006 | +5,237 | +5.8% | 0.48% | $28.4M | $286.00 |
| 2023 Q3 | ADDED | 90,769 | +10,445 | +13.0% | 0.46% | $24.8M | $262.72 |
As of 2025 Q4 — sorted by position size