Capula Management Ltd CAT — CATERPILLAR INC DEL

Ownership history in Capula Management Ltd  ·  58 quarters on record

AI Ownership Summary

Capula Management Ltd reported CATERPILLAR INC DEL (CAT) in 58 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.49% in 2025 Q4. The latest visible filing shows CAT at 0.49% 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 Capula Management Ltd's position in CATERPILLAR INC DEL, 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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% 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 Capula Management Ltd fund profile Capula Management Ltd full holdings
How Capula Management Ltd 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 23 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 170,000 -2,300 -1.3% 0.49% $97.4M 2026-02-14 (Est.) $772.73
2025 Q4 ADDED — — — 172,300 +171,000 +13153.8% 0.49% $98.7M 2026-02-14 (Est.) $772.73
2025 Q4 ADDED — — — 1,300 +766 +143.4% 0.00% $745K 2026-02-14 (Est.) $772.73
2025 Q3 REDUCED 84.7% +21.6% ❌ 534 -2,966 -84.7% 0.00% $255K 2025-11-14 $551.69
2025 Q3 ADDED — — — 3,500 +2,600 +288.9% 0.01% $1.7M 2025-11-14 $551.69
2025 Q3 REDUCED 35.7% +21.6% ❌ 900 -500 -35.7% 0.00% $429K 2025-11-14 $551.69
2025 Q2 ADDED — — — 1,400 +800 +133.3% 0.01% $543K 2025-08-13 $410.77
2025 Q2 REDUCED 31.3% +21.9% ❌ 600 -273 -31.3% 0.00% $233K 2025-08-13 $410.77
2025 Q1 REDUCED 58.4% +18.3% ❌ 873 -1,227 -58.4% 0.00% $288K 2025-05-14 $345.92
2025 Q1 ADDED — — — 2,100 +1,400 +200.0% 0.00% $693K 2025-05-14 $345.92
2025 Q1 ADDED — — — 700 +511 +270.4% 0.00% $231K 2025-05-14 $345.92
2024 Q4 REDUCED 62.2% -8.8% ✅ 189 -311 -62.2% 0.00% $69K 2025-02-13 $348.24
2024 Q4 ADDED — — — 500 +390 +354.5% 0.00% $181K 2025-02-13 $348.24
2024 Q3 REDUCED 78.0% -6.8% ✅ 110 -390 -78.0% 0.00% $43K 2024-11-13 $379.70
2024 Q3 UNCHANGED — — — 500 — 0% 0.00% $196K 2024-11-13 $379.70
2024 Q3 REDUCED 50.0% -6.8% ✅ 500 -500 -50.0% 0.00% $196K 2024-11-13 $379.70
2024 Q2 UNCHANGED — — — 1,000 — 0% 0.00% $333K 2024-08-05 $309.65
2024 Q2 ADDED — — — 1,000 +473 +89.8% 0.00% $333K 2024-08-05 $309.65
2024 Q1 ADDED — — — 527 +327 +163.5% 0.00% $193K 2024-05-09 $342.45
2024 Q1 REDUCED 52.9% -9.9% ✅ 200 -225 -52.9% 0.00% $73K 2024-05-09 $342.45
2023 Q4 REDUCED 87.9% +23.6% ❌ 425 -3,075 -87.9% 0.01% $126K 2024-02-12 $311.96
2023 Q4 REDUCED — — — 3,500 -100 -2.8% 0.04% $1.0M 2024-02-12 $311.96
2023 Q4 REDUCED 91.6% +23.6% ❌ 3,600 -39,394 -91.6% 0.04% $1.1M 2024-02-12 $311.96
35 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

Westchester Capital Management, Inc. 3Y 7Y 8.4% Community Bank of Raymore 3Y 7Y 7.97% Atwater Malick LLC 3Y 7Y 7.28% Independent Wealth Network Inc. 3Y 5.5% Aull & Monroe Investment Management Corp 3Y 7Y 5.42% Providence Wealth Advisors, LLC 3Y 7Y 5.21% Boit C F David 3Y 5.19% Forty-three Eighteen Advisors, LLC 4.95% Reliant Investment Management, LLC 3Y 7Y 4.92% Pflug Koory, LLC 3Y 7Y 4.49%

FAQ About Capula Management Ltd and CAT

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

How long has Capula Management Ltd reported owning CAT?

Capula Management Ltd reported CAT across 23 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in Capula Management Ltd's portfolio?

The largest reported portfolio weight for CAT was 0.49% in 2025 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when Capula Management Ltd reported 170,000 shares, equal to 0.49% of portfolio, with an estimated market value of $97.4M.

What does the chart on this CAT ownership page compare?

The chart compares Capula Management Ltd'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.

How well did Capula Management Ltd time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, Capula Management Ltd correctly timed 16 out of 54 reported position changes (30%). The annualised alpha on CAT relative to SPY over the holding period was +15.6%.

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