Ownership history in FORA Capital, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π FORA Capital, LLC outperformed the S&P 500 by +42.5% annually on this CAT position. Timing score: 33% (3/9 decisions correct). Average cost basis: $301.23. Maximum drawdown during holding period: β25.5%.
π₯ Exceptional β beat the S&P 500 by 42.5% per year on this position.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 9 add/trim decisions correct
Best entry: $113.21 (2020 Q2) Β· Worst: $571.53 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 5 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.58% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size