CAT — CATERPILLAR INC DEL

Ownership history in Banque Cantonale Vaudoise  ·  24 quarters on record

This page tracks every 13F SEC filing in which Banque Cantonale Vaudoise reported a position in CATERPILLAR INC DEL (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.

Peak position
0.62% (2025 Q4)
Avg. % of fund
0.35%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,323 -484 -1.6% 0.62% $17.4M $571.53
2025 Q3 REDUCED 30,807 -6,453 -17.3% 0.55% $14.7M $474.67
2025 Q2 ADDED 37,260 +8,059 +27.6% 0.59% $14.5M $384.78
2025 Q1 ADDED 29,201 +1,356 +4.9% 0.42% $9.6M $325.32
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% of Fund (quarterly)    CAT price (monthly, adj. close)

Other funds also holding CAT

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 15.91% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 10.05% Albar Capital Partners LLP 7.05% Westchester Capital Management, Inc. 3Y 7Y 7.0% Atwater Malick LLC 3Y 7Y 6.27% Boit C F David 3Y 5.02% Capital Wealth Planning, LLC 3Y 7Y 4.94% Gouws Capital LLC 3Y 4.93% Aull & Monroe Investment Management Corp 3Y 7Y 4.92% Independent Wealth Network Inc. 3Y 4.57%
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