CAT — Caterpillar Tractor COM

Ownership history in CHECK CAPITAL MANAGEMENT INC/CA  ·  34 quarters on record

AI Ownership Summary

CHECK CAPITAL MANAGEMENT INC/CA reported Caterpillar Tractor COM (CAT) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows CAT at 0.03% 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 CHECK CAPITAL MANAGEMENT INC/CA's position in Caterpillar Tractor 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 CHECK CAPITAL MANAGEMENT INC/CA fund profile CHECK CAPITAL MANAGEMENT INC/CA full holdings
How CHECK CAPITAL MANAGEMENT INC/CA 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,717 — 0% 0.03% $984K 2026-02-14 (Est.) $772.73
2025 Q3 UNCHANGED 1,717 — 0% 0.03% $819K 2025-11-06 $567.37
2025 Q2 UNCHANGED 1,717 — 0% 0.02% $667K 2025-07-25 $430.68
2025 Q1 UNCHANGED 1,717 — 0% 0.02% $566K 2025-05-02 $320.21
2024 Q4 UNCHANGED 1,717 — 0% 0.02% $623K 2025-01-30 $369.19
2024 Q3 UNCHANGED 1,717 — 0% 0.02% $672K 2024-11-06 $408.94
2024 Q2 ADDED 1,717 +100 +6.2% 0.02% $572K 2024-07-25 $336.53
2024 Q1 REDUCED 1,617 -100 -5.8% 0.02% $593K 2024-04-19 $345.25
2023 Q4 UNCHANGED 1,717 — 0% 0.02% $508K 2024-01-31 $291.28
25 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

Community Bank of Raymore 3Y 7Y 7.97% Boit C F David 3Y 5.19% Viewpoint Capital Management LLC 3Y 4.24% Westend Capital Management, LLC 3Y 7Y 4.19% Integris Wealth Management, LLC 3Y 3.95% Wealth Group, Ltd. 3.72% PHYSICIANS FINANCIAL SERVICES, INC. 3Y 7Y 3.72% Exchange Bank 3.67% Overbrook Management Corp 3Y 7Y 3.4% RD Lewis Holdings, Inc. 3.37%

FAQ About CHECK CAPITAL MANAGEMENT INC/CA and CAT

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

How long has CHECK CAPITAL MANAGEMENT INC/CA reported owning CAT?

CHECK CAPITAL MANAGEMENT INC/CA reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in CHECK CAPITAL MANAGEMENT INC/CA's portfolio?

The largest reported portfolio weight for CAT was 0.03% in 2025 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when CHECK CAPITAL MANAGEMENT INC/CA reported 1,717 shares, equal to 0.03% of portfolio, with an estimated market value of $984K.

What does the chart on this CAT ownership page compare?

The chart compares CHECK CAPITAL MANAGEMENT INC/CA'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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