CAT — CATERPILLAR INC (DELAWARE) CMN

Ownership history in FORA Capital, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in CATERPILLAR INC (DELAWARE) CMN (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
1.58% (2025 Q4)
Avg. % of fund
0.54%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,765 +22,172 +3739.0% 1.58% $13.0M $571.53
2025 Q3 REDUCED 593 -11,718 -95.2% 0.05% $283K $474.67
2024 Q4 REDUCED 12,311 -1,833 -13.0% 0.51% $4.5M $356.53
2024 Q2 REDUCED 14,144 -6,192 -30.4% 0.57% $4.7M $324.88
6 older quarters 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%
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