CAT — CATERPILLAR INC DEL

Ownership history in HighPoint Advisor Group LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC reported a position in CATERPILLAR INC DEL (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
0.95% (2025 Q4)
Avg. % of fund
0.65%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,622 -471 -1.3% 0.95% $20.4M $571.53
2025 Q3 REDUCED 36,093 -289 -0.8% 0.82% $17.2M $474.67
2025 Q2 REDUCED 36,382 -236 -0.6% 0.75% $14.1M $384.78
2025 Q1 ADDED 36,618 +125 +0.3% 0.66% $11.3M $325.32
30 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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