CAT — CATERPILLAR INC DEL

Ownership history in Integrated Advisors Network LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Integrated Advisors Network 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
1.33% (2021 Q1)
Avg. % of fund
0.92%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,662 -589 -1.3% 1.16% $26.2M $571.53
2025 Q3 REDUCED 46,251 -628 -1.3% 0.93% $22.1M $474.67
2025 Q2 ADDED 46,879 +2,102 +4.7% 0.82% $18.2M $384.78
2025 Q1 REDUCED 44,777 -14,239 -24.1% 0.75% $14.8M $325.32
20 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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