DRH Investments, Inc. CAT — CATERPILLAR INC COM

Ownership history in DRH Investments, Inc.  ·  4 quarters on record

AI Ownership Summary

DRH Investments, Inc. reported CATERPILLAR INC COM (CAT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 17.42% in 2026 Q1. The latest visible filing shows CAT at 17.42% 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.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRH Investments, 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
2026 Q1

CAT was reported at 17.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.42% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 DRH Investments, Inc. fund profile DRH Investments, Inc. full holdings
How DRH Investments, Inc. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 30,299 -25 -0.1% 17.42% $21.5M 2026-05-15 $888.31
2025 Q4 REDUCED — — — 30,324 -110 -0.4% 15.91% $17.4M 2026-02-13 $772.73
2025 Q3 ADDED — — — 30,434 +20 +0.1% 13.22% $14.5M 2025-11-14 $551.69
2025 Q2 INITIATED — — — 30,414 — — 12.20% $11.8M 2025-08-13 $410.77

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

GATES FOUNDATION TRUST 3Y 7Y 14.22% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 11.69% Westchester Capital Management, Inc. 3Y 7Y 8.4% STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 3Y 7Y 8.13% Community Bank of Raymore 3Y 7Y 7.97% Atwater Malick LLC 3Y 7Y 7.28% Gouws Capital LLC 3Y 5.98% Parametrica Management Ltd 3Y 7Y 5.64% Independent Wealth Network Inc. 3Y 5.5% Aull & Monroe Investment Management Corp 3Y 7Y 5.42%

FAQ About DRH Investments, 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 DRH Investments, Inc. reported owning CAT?

DRH Investments, Inc. reported CAT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CAT position in DRH Investments, Inc.'s portfolio?

The largest reported portfolio weight for CAT was 17.42% in 2026 Q1.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2026 Q1, when DRH Investments, Inc. reported 30,299 shares, equal to 17.42% of portfolio, with an estimated market value of $21.5M.

What does the chart on this CAT ownership page compare?

The chart compares DRH Investments, 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.

How well did DRH Investments, Inc. time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, DRH Investments, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CAT relative to SPY over the holding period was +129.8%.

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