CAT Caterpillar, Inc. COM

Ownership history in CULBERTSON A N & CO INC  ·  59 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported Caterpillar, Inc. COM (CAT) in 59 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.21% in 2025 Q4. The latest visible filing shows CAT at 3.21% 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 CULBERTSON A N & CO INC's position in Caterpillar, Inc. 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 3.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.21% 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.

How CULBERTSON A N & CO INC held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 40,895 +259 +0.6% 3.21% $23.4M 2026-02-14 (Est.) $774.20
2025 Q3 REDUCED 40,636 -485 -1.2% 2.74% $19.4M 2025-10-24 $521.51
2025 Q2 REDUCED 41,121 -630 -1.5% 2.45% $16.0M 2025-08-11 $406.42
2025 Q1 REDUCED 41,751 -9 -0.0% 2.20% $13.8M 2025-05-15 $346.72
2024 Q4 ADDED 41,760 +366 +0.9% 2.41% $15.1M 2025-01-16 $374.01
2024 Q3 REDUCED 41,394 -58 -0.1% 2.61% $16.2M 2024-10-16 $385.47
2024 Q2 REDUCED 41,452 -1,360 -3.2% 2.41% $13.8M 2024-07-30 $334.65
2024 Q1 REDUCED 42,812 -283 -0.7% 2.71% $15.7M 2024-04-30 $326.32
2023 Q4 REDUCED 43,095 -420 -1.0% 2.37% $12.7M 2024-01-19 $277.23
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CULBERTSON A N & CO INC and CAT

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

How long has CULBERTSON A N & CO INC reported owning CAT?

CULBERTSON A N & CO INC reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for CAT was 3.21% in 2025 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when CULBERTSON A N & CO INC reported 40,895 shares, equal to 3.21% of portfolio, with an estimated market value of $23.4M.

What does the chart on this CAT ownership page compare?

The chart compares CULBERTSON A N & CO INC'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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