CAT — CATERPILLAR INC

Ownership history in DMKC Advisory Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which DMKC Advisory Services, LLC 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
2.72% (2025 Q4)
Avg. % of fund
2.37%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,831 +479 +4.6% 2.72% $6.2M $571.53
2025 Q3 REDUCED 10,352 -422 -3.9% 2.51% $4.9M $474.67
2025 Q2 ADDED 10,774 +3,960 +58.1% 2.36% $4.5M $384.78
2025 Q1 REDUCED 6,814 -15 -0.2% 2.02% $2.2M $325.32
1 older quarter 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 DMKC Advisory Services, LLC Holdings