CAT — CATERPILLAR INC

Ownership history in QVR LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which QVR LLC reported a position in CATERPILLAR INC (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
0.22% (2022 Q1)
Avg. % of fund
0.06%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 800 +400 +100.0% 0.02% $458K $571.53
2025 Q4 REDUCED 400 -1,000 -71.4% 0.01% $229K $571.53
2025 Q3 ADDED 1,400 +400 +40.0% 0.08% $668K $474.67
2025 Q3 ADDED 1,000 +266 +36.2% 0.06% $477K $474.67
22 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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