CAT — CATERPILLAR INC DEL

Ownership history in OSSIAM  ·  23 quarters on record

This page tracks every 13F SEC filing in which OSSIAM 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
0.79% (2023 Q3)
Avg. % of fund
0.16%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 47,059 +40,625 +631.4% 0.29% $22.5M $474.67
2025 Q2 ADDED 6,434 +6,153 +2189.7% 0.03% $2.5M $384.78
2025 Q1 REDUCED 281 -4,407 -94.0% 0.00% $93K $325.32
2024 Q4 ADDED 4,688 +4,308 +1133.7% 0.03% $1.7M $356.53
19 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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