CAT — CATERPILLAR INC

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  45 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported CATERPILLAR INC (CAT) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q4. The latest visible filing shows CAT at 1.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL MCLEOD PUGH & WILLIAMS INC's position in CATERPILLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CAT was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,593 +805 +8.2% 1.10% $7.7M 2026-02-14 (Est.) $774.20
2025 Q3 ADDED 9,788 +9 +0.1% 0.83% $5.1M 2025-10-30 $581.79
2025 Q2 ADDED 9,779 +301 +3.2% 0.71% $3.8M 2025-07-28 $430.69
2025 Q1 ADDED 9,478 +1 +0.0% 0.65% $3.1M 2025-05-01 $311.19
2024 Q4 REDUCED 9,477 -792 -7.7% 0.72% $3.4M 2025-01-16 $374.01
2024 Q3 REDUCED 10,269 -45 -0.4% 0.84% $4.0M 2024-11-04 $370.05
2024 Q2 UNCHANGED 10,314 — 0% 0.78% $3.4M 2024-07-31 $339.04
2024 Q1 REDUCED 10,314 -166 -1.6% 0.91% $3.8M 2024-05-01 $322.90
2023 Q4 REDUCED 10,480 -84 -0.8% 0.82% $3.1M 2024-02-05 $312.33
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

ADIRONDACK TRUST CO 3Y 7Y 1.8% Byrne Asset Management LLC 3Y 1.55% Adelphi Trust Co 1.13% First County Bank /CT/ 1.11% First Financial Bank - Trust Division 3Y 7Y 1.06% NEVILLE RODIE & SHAW INC 3Y 7Y 0.79% Hickory Point Bank & Trust 0.71% Coastline Trust Co 3Y 7Y 0.63% Hilltop National Bank 0.49% Rise Advisors, LLC 3Y 0.33%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning CAT?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for CAT was 1.10% in 2025 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 10,593 shares, equal to 1.10% of portfolio, with an estimated market value of $7.7M.

What does the chart on this CAT ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC's quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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