CAT CATERPILLAR INC DEL

Ownership history in Interval Partners, LP  ·  56 quarters on record

This page tracks every 13F SEC filing in which Interval Partners, LP 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
2.84% (2019 Q1)
Avg. % of fund
0.46%
First filed
2014 Q2
Last filed
2025 Q3
Quarters held
56
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 96,851 +80,951 +509.1% 0.75% $46.2M $474.67
2025 Q3 REDUCED 15,900 -258,415 -94.2% 0.12% $7.6M $474.67
2025 Q2 ADDED 274,315 +252,815 +1175.9% 1.81% $106.5M $384.78
2025 Q2 REDUCED 21,500 -148,800 -87.4% 0.14% $8.3M $384.78
2024 Q3 ADDED 170,300 +143,800 +542.6% 1.50% $66.6M $383.03
2024 Q3 ADDED 26,500 +26,340 +16462.5% 0.23% $10.4M $383.03
2024 Q2 ADDED 160 +10 +6.7% 0.12% $5.3M $324.88
2024 Q1 ADDED 150 +50 +50.0% 0.15% $5.5M $356.09
2024 Q1 REDUCED 100 -1,020 -91.1% 0.10% $3.7M $356.09
2023 Q4 ADDED 1,120 +995 +796.0% 0.95% $33.1M $286.00
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CAT price (monthly, adj. close)
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