CAT CATERPILLAR INC

Ownership history in Robbins Farley  ·  20 quarters on record

This page tracks every 13F SEC filing in which Robbins Farley 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
3.9% (2022 Q2)
Avg. % of fund
2.96%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,747 -2,775 -19.1% 3.05% $6.7M $571.53
2025 Q3 REDUCED 14,522 -411 -2.8% 2.88% $6.9M $474.67
2025 Q2 ADDED 14,933 +266 +1.8% 2.70% $5.8M $384.78
2025 Q1 ADDED 14,667 +124 +0.9% 2.57% $4.8M $325.32
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CAT price (monthly, adj. close)
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