CAT — CATERPILLAR INC DEL

Ownership history in Ethic Inc. · 25 quarters on record

This page tracks every 13F SEC filing in which Ethic Inc. reported a position in CATERPILLAR INC DEL (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

0.52% (2025 Q4)

Avg. % of fund

0.31%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	59,206	+1,382	+2.4%	0.52%	$33.9M	$571.53
2025 Q3	REDUCED	57,824	-432	-0.7%	0.45%	$27.6M	$474.67
2025 Q2	ADDED	58,256	+2,152	+3.8%	0.40%	$22.4M	$384.78
2025 Q1	REDUCED	56,104	-995	-1.7%	0.38%	$18.5M	$325.32

% 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%

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