Ownership history in Foundry Partners, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Foundry Partners, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | REDUCED | 71,897 | -13,953 | -16.3% | 1.26% | $23.7M | $325.32 |
| 2024 Q4 | REDUCED | 85,850 | -726 | -0.8% | 1.57% | $31.1M | $356.53 |
| 2024 Q3 | REDUCED | 86,576 | -504 | -0.6% | 1.68% | $33.9M | $383.03 |
| 2024 Q2 | ADDED | 87,080 | +7,238 | +9.1% | 1.56% | $29.0M | $324.88 |
| 2024 Q1 | ADDED | 79,842 | +9,869 | +14.1% | 1.56% | $29.3M | $356.09 |
| 2023 Q4 | REDUCED | 69,973 | -8,495 | -10.8% | 1.25% | $20.7M | $286.00 |
| 2023 Q3 | REDUCED | 78,468 | -9,717 | -11.0% | 1.33% | $21.4M | $262.72 |
| 2023 Q2 | ADDED | 88,185 | +10,433 | +13.4% | 1.33% | $21.7M | $235.62 |
| 2023 Q1 | REDUCED | 77,752 | -53,378 | -40.7% | 1.12% | $17.8M | $217.95 |
| 2022 Q4 | REDUCED | 131,130 | -2,127 | -1.6% | 1.73% | $31.4M | $227.08 |
As of 2025 Q4 — sorted by position size