CAT — CATERPILLAR INC

Ownership history in Gateway Advisory, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Gateway Advisory, 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
1.46% (2022 Q2)
Avg. % of fund
1.01%
First filed
2021 Q2
Last filed
2024 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 17,363 -462 -2.6% 1.09% $6.8M $383.03
2024 Q2 ADDED 17,825 +233 +1.3% 1.01% $5.9M $324.88
2024 Q1 REDUCED 17,592 -70 -0.4% 1.13% $6.4M $356.09
2023 Q4 REDUCED 17,662 -583 -3.2% 1.00% $5.2M $286.00
8 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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