CAT — CATERPILLAR INC

Ownership history in FOURPATH CAPITAL MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FOURPATH CAPITAL MANAGEMENT, 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.

Peak position
1.38% (2025 Q4)
Avg. % of fund
1.21%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,573 -235 -1.3% 1.38% $10.1M $571.53
2025 Q3 REDUCED 17,808 -118 -0.7% 1.21% $8.5M $474.67
2025 Q2 REDUCED 17,926 -162 -0.9% 1.10% $7.0M $384.78
2025 Q1 REDUCED 18,088 -20 -0.1% 1.04% $6.0M $325.32
2 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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