CAT — CATERPILLAR INC DEL COM

Ownership history in Fusion Capital, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Fusion Capital, LLC reported a position in CATERPILLAR INC DEL COM (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
4.05% (2024 Q1)
Avg. % of fund
3.06%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,240 -256 -1.1% 3.74% $13.3M $571.53
2025 Q3 REDUCED 23,496 -502 -2.1% 3.95% $13.6M $474.67
2025 Q2 ADDED 23,998 +666 +2.9% 3.19% $9.3M $384.78
2025 Q1 ADDED 23,332 +10 +0.0% 2.93% $7.7M $325.32
18 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%
← Back to Fusion Capital, LLC Holdings