CAT — CATERPILLAR INC

Ownership history in Independent Wealth Network Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Independent Wealth Network Inc. 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
4.6% (2024 Q3)
Avg. % of fund
3.91%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,098 -433 -1.6% 4.57% $15.0M $571.53
2025 Q3 ADDED 26,531 +28 +0.1% 4.07% $12.7M $474.67
2025 Q2 REDUCED 26,503 -43 -0.2% 3.74% $10.3M $384.78
2025 Q1 REDUCED 26,546 -61 -0.2% 3.49% $8.8M $325.32
13 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% Minneapolis Portfolio Management Group, LLC 3Y 7Y 4.52%
← Back to Independent Wealth Network Inc. Holdings