Question 1

How many shares of CAT does ZACKS INVESTMENT MANAGEMENT own?

Accepted Answer

As of 2026-Q1, ZACKS INVESTMENT MANAGEMENT holds 418,264 shares of CAT (CATERPILLAR INC).

Question 2

What is ZACKS INVESTMENT MANAGEMENT's CAT position worth?

Accepted Answer

As of 2026-Q1, ZACKS INVESTMENT MANAGEMENT's CAT position is worth $296.3M.

Question 3

Is ZACKS INVESTMENT MANAGEMENT buying or selling CAT?

Accepted Answer

In 2026-Q1, ZACKS INVESTMENT MANAGEMENT decreased their CAT position (-0.9% change in shares).

Question 4

When did ZACKS INVESTMENT MANAGEMENT first buy CAT?

Accepted Answer

Based on available 13F filings, ZACKS INVESTMENT MANAGEMENT first reported a position in CAT in 2026-Q1. They have held the position across 29 quarters.