CAT — CATERPILLAR INC DEL COM

Ownership history in Modus Advisors, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in CATERPILLAR INC DEL 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
1.79% (2025 Q4)
Avg. % of fund
1.17%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,826 -644 -5.2% 1.79% $6.8M $571.53
2025 Q3 ADDED 12,470 +229 +1.9% 1.62% $5.9M $474.67
2025 Q2 ADDED 12,241 +164 +1.4% 1.41% $4.8M $384.78
2025 Q1 REDUCED 12,077 -59 -0.5% 1.30% $4.0M $325.32
18 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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