S&CO INC CAT — D CATERPILLAR INC DEL COM

Ownership history in S&CO INC  ·  103 quarters on record

AI Ownership Summary

S&CO INC reported D CATERPILLAR INC DEL COM (CAT) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.75% in 2025 Q4. The latest visible filing shows CAT at 3.75% 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 S&CO INC's position in D CATERPILLAR INC DEL COM, 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
2025 Q4

CAT was reported at 3.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.75% in 2025 Q4

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 2025 Q4

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.

CAT stock page S&CO INC fund profile S&CO INC full holdings
How S&CO 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.0% +24.0% ❌ 105,396 -6,682 -6.0% 3.75% $60.4M 2026-02-14 (Est.) $772.73
2025 Q3 REDUCED — — — 112,078 -5,197 -4.4% 3.27% $53.5M 2025-11-06 $567.37
2025 Q2 ADDED — — — 117,275 +2,380 +2.1% 2.92% $45.5M 2025-08-07 $414.17
2025 Q1 REDUCED — — — 114,895 -627 -0.5% 2.54% $37.9M 2025-05-08 $320.78
2024 Q4 REDUCED — — — 115,522 -222 -0.2% 2.84% $41.9M 2025-02-07 $358.26
2024 Q3 ADDED — — — 115,744 +2,940 +2.6% 2.96% $45.3M 2024-11-07 $400.44
2024 Q2 REDUCED — — — 112,804 -3,045 -2.6% 2.62% $37.6M 2024-08-08 $328.58
2024 Q1 REDUCED — — — 115,849 -2,381 -2.0% 2.99% $42.5M 2024-05-09 $342.45
2023 Q4 REDUCED — — — 118,230 -1,020 -0.9% 2.68% $35.0M 2024-02-12 $311.96
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

Community Bank of Raymore 3Y 7Y 7.97% Atwater Malick LLC 3Y 7Y 7.28% Independent Wealth Network Inc. 3Y 5.5% Aull & Monroe Investment Management Corp 3Y 7Y 5.42% Providence Wealth Advisors, LLC 3Y 7Y 5.21% Boit C F David 3Y 5.19% Reliant Investment Management, LLC 3Y 7Y 4.92% Pflug Koory, LLC 3Y 7Y 4.49% NOESIS CAPITAL MANGEMENT CORP 3Y 7Y 4.28% JERICHO FINANCIAL, LLP 4.27%

FAQ About S&CO 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 S&CO INC reported owning CAT?

S&CO INC reported CAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAT position in S&CO INC's portfolio?

The largest reported portfolio weight for CAT was 3.75% in 2025 Q4.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 105,396 shares, equal to 3.75% of portfolio, with an estimated market value of $60.4M.

What does the chart on this CAT ownership page compare?

The chart compares S&CO 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.

How well did S&CO INC time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, S&CO INC correctly timed 35 out of 76 reported position changes (46%). The annualised alpha on CAT relative to SPY over the holding period was +9.5%.

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