CAT — CATERPILLAR INC COM

Ownership history in MEYER HANDELMAN CO  ·  106 quarters on record

This page tracks every 13F SEC filing in which MEYER HANDELMAN CO reported a position in CATERPILLAR INC COM (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
2.08% (2025 Q4)
Avg. % of fund
0.88%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
106
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 115,721 -3,870 -3.2% 2.08% $66.3M $571.53
2025 Q3 REDUCED 119,591 -3,685 -3.0% 1.80% $57.1M $474.67
2025 Q2 REDUCED 123,276 -860 -0.7% 1.58% $47.9M $384.78
2025 Q1 REDUCED 124,136 -330 -0.3% 1.43% $40.9M $325.32
102 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%
← Back to MEYER HANDELMAN CO Holdings