CAT — CATERPILLAR INC

Ownership history in Chico Wealth RIA  ·  9 quarters on record

This page tracks every 13F SEC filing in which Chico Wealth RIA reported a position in CATERPILLAR INC (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
0.43% (2025 Q4)
Avg. % of fund
0.3%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,153 +26 +2.3% 0.43% $660K $571.53
2025 Q3 ADDED 1,127 +201 +21.7% 0.37% $538K $474.67
2025 Q2 ADDED 926 +177 +23.6% 0.28% $359K $384.78
2025 Q1 UNCHANGED 749 — 0% 0.21% $247K $325.32
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Chico Wealth RIA Holdings