The Tip Desk

CATERPILLAR INC holding history

As of Nov. 6, 2026 (UTC)

← EVERETT HARRIS & CO /CA/ portfolio · COM · CUSIP 149123101 · SH

Quarter-end history; absent and withheld figures are not zero
March 31, 20253,927$1,295,1250.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewMay 12, 2025
June 30, 20253,927$1,524,5010.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 8, 2025
Sept. 30, 20254,042$1,928,6400.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewNov. 3, 2025
Dec. 31, 20253,972$2,275,4400.03%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewFeb. 11, 2026
March 31, 20263,902$2,764,4110.04%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewMay 11, 2026
June 30, 20263,842$4,091,3460.05%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 3, 2026
Sept. 30, 20263,782$3,066,4080.04%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewOct. 28, 2026

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Schedule 13G disclosures

No verified related disclosures are included in this freeze.

About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.