CAT — CATERPILLAR INC

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported CATERPILLAR INC (CAT) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows CAT at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in CATERPILLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CAT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,457 +3 +0.2% 0.24% $835K 2026-02-14 (Est.) $774.20
2025 Q3 ADDED 1,454 +3 +0.2% 0.21% $694K 2025-11-12 $571.68
2025 Q2 ADDED 1,451 +219 +17.8% 0.19% $563K 2025-08-11 $406.42
2025 Q1 ADDED 1,232 +1 +0.1% 0.15% $406K 2025-05-15 $346.72
2024 Q4 ADDED 1,231 +1 +0.1% 0.17% $447K 2025-02-18 $349.20
2024 Q3 REDUCED 1,230 -85 -6.5% 0.19% $481K 2024-11-12 $386.26
2024 Q2 ADDED 1,315 +3 +0.2% 0.19% $438K 2024-08-08 $329.20
2024 Q1 REDUCED 1,312 -20 -1.5% 0.21% $481K 2024-05-15 $351.16
2023 Q4 REDUCED 1,332 -70 -5.0% 0.20% $394K 2024-02-13 $304.02
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

Community Bank of Raymore 3Y 7Y 7.97% Boit C F David 3Y 5.19% Viewpoint Capital Management LLC 3Y 4.24% Westend Capital Management, LLC 3Y 7Y 4.19% Integris Wealth Management, LLC 3Y 3.95% Wealth Group, Ltd. 3.72% PHYSICIANS FINANCIAL SERVICES, INC. 3Y 7Y 3.72% Exchange Bank 3.67% Overbrook Management Corp 3Y 7Y 3.4% RD Lewis Holdings, Inc. 3.37%

FAQ About Pinnacle Financial Group, LLC / IL and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning CAT?

Pinnacle Financial Group, LLC / IL reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for CAT was 0.24% in 2025 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 1,457 shares, equal to 0.24% of portfolio, with an estimated market value of $835K.

What does the chart on this CAT ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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