CAT CATERPILLAR INC DEL

Ownership history in Murphy, Middleton, Hinkle & Parker, Inc.  ·  33 quarters on record

AI Ownership Summary

Murphy, Middleton, Hinkle & Parker, Inc. reported CATERPILLAR INC DEL (CAT) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.37% in 2026 Q1. The latest visible filing shows CAT at 2.37% 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 Murphy, Middleton, Hinkle & Parker, Inc.'s position in CATERPILLAR INC DEL, 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
2026 Q1

CAT was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% in 2026 Q1

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 2026 Q1

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.

How Murphy, Middleton, Hinkle & Parker, Inc. held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,211 -99 -1.4% 2.37% $5.1M 2026-04-15 $770.17
2025 Q3 REDUCED 7,310 -14 -0.2% 1.71% $3.5M 2025-11-04 $546.30
2025 Q2 UNCHANGED 7,324 0% 1.35% $2.4M 2025-07-09 $398.63
2025 Q1 UNCHANGED 7,324 0% 1.35% $2.4M 2025-04-15 $289.45
2024 Q4 REDUCED 7,324 -456 -5.9% 1.50% $2.7M 2025-01-16 $374.01
2024 Q3 REDUCED 7,780 -237 -3.0% 1.64% $3.0M 2024-10-15 $379.96
2024 Q2 REDUCED 8,017 -330 -4.0% 1.55% $2.7M 2024-07-16 $351.69
2024 Q1 REDUCED 8,347 -180 -2.1% 1.78% $3.1M 2024-04-11 $361.49
2023 Q4 REDUCED 8,527 -27 -0.3% 1.56% $2.5M 2024-01-24 $282.48
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Murphy, Middleton, Hinkle & Parker, 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 Murphy, Middleton, Hinkle & Parker, Inc. reported owning CAT?

Murphy, Middleton, Hinkle & Parker, Inc. reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CAT position in Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio?

The largest reported portfolio weight for CAT was 2.37% in 2026 Q1.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2026 Q1, when Murphy, Middleton, Hinkle & Parker, Inc. reported 7,211 shares, equal to 2.37% of portfolio, with an estimated market value of $5.1M.

What does the chart on this CAT ownership page compare?

The chart compares Murphy, Middleton, Hinkle & Parker, 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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