CAT CATERPILLAR COM

Ownership history in CADINHA & CO LLC  ·  45 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported CATERPILLAR COM (CAT) in 45 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.61% in 2025 Q3. The latest visible filing shows CAT at 2.22% 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 CADINHA & CO LLC's position in CATERPILLAR COM, 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 2.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.61% in 2025 Q3

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

Time in book
Holding Window
2024 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.

How CADINHA & CO LLC held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,137 -30,480 -54.8% 2.22% $14.4M 2026-02-14 (Est.) $774.20
2025 Q3 ADDED 55,617 +604 +1.1% 3.61% $26.5M 2025-10-17 $524.34
2025 Q2 ADDED 55,013 +24,460 +80.1% 3.54% $21.4M 2025-07-31 $435.75
2024 Q4 ADDED 30,553 +29,043 +1923.4% 1.84% $11.1M 2025-01-16 $374.01
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CADINHA & CO LLC and CAT

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

How long has CADINHA & CO LLC reported owning CAT?

CADINHA & CO LLC reported CAT across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CAT position in CADINHA & CO LLC's portfolio?

The largest reported portfolio weight for CAT was 3.61% in 2025 Q3.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when CADINHA & CO LLC reported 25,137 shares, equal to 2.22% of portfolio, with an estimated market value of $14.4M.

What does the chart on this CAT ownership page compare?

The chart compares CADINHA & CO LLC'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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