CAT — CATERPILLAR INC DEL COM

Ownership history in COMMERZBANK AKTIENGESELLSCHAFT /FI  ·  55 quarters on record

AI Ownership Summary

COMMERZBANK AKTIENGESELLSCHAFT /FI reported CATERPILLAR INC DEL COM (CAT) in 55 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.47% in 2024 Q4. The latest visible filing shows CAT at 1.61% 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 COMMERZBANK AKTIENGESELLSCHAFT /FI's position in CATERPILLAR INC DEL 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 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.47% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 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 COMMERZBANK AKTIENGESELLSCHAFT /FI fund profile COMMERZBANK AKTIENGESELLSCHAFT /FI full holdings
How COMMERZBANK AKTIENGESELLSCHAFT /FI held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 138,161 -12,346 -8.2% 1.61% $79.1M 2026-02-14 (Est.) $774.20
2025 Q3 REDUCED 150,507 -16,883 -10.1% 1.49% $71.8M 2025-10-31 $575.91
2025 Q2 REDUCED 167,390 -141,001 -45.7% 1.49% $65.0M 2025-07-24 $427.29
2025 Q1 ADDED 308,391 +26,147 +9.3% 2.37% $101.7M 2025-05-02 $320.82
2024 Q4 ADDED 282,244 +119,427 +73.4% 2.47% $102.4M 2025-02-06 $360.49
2024 Q3 ADDED 162,817 +151,884 +1389.2% 1.70% $63.7M 2024-10-22 $381.79
2024 Q2 ADDED 10,933 +94 +0.9% 0.12% $3.6M 2024-07-22 $340.67
2024 Q1 ADDED 10,839 +9,010 +492.6% 0.13% $4.0M 2024-05-10 $346.04
2023 Q4 ADDED 1,829 +507 +38.4% 0.02% $541K 2024-02-01 $299.01
2023 Q3 ADDED 1,322 +347 +35.6% 0.02% $361K 2023-11-09 $226.50
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 15.91% GATES FOUNDATION TRUST 3Y 7Y 10.29% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 10.05% STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 3Y 7Y 7.84% 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%

FAQ About COMMERZBANK AKTIENGESELLSCHAFT /FI and CAT

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

How long has COMMERZBANK AKTIENGESELLSCHAFT /FI reported owning CAT?

COMMERZBANK AKTIENGESELLSCHAFT /FI reported CAT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CAT position in COMMERZBANK AKTIENGESELLSCHAFT /FI's portfolio?

The largest reported portfolio weight for CAT was 2.47% in 2024 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when COMMERZBANK AKTIENGESELLSCHAFT /FI reported 138,161 shares, equal to 1.61% of portfolio, with an estimated market value of $79.1M.

What does the chart on this CAT ownership page compare?

The chart compares COMMERZBANK AKTIENGESELLSCHAFT /FI'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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