CAT — D CATERPILLAR INC DEL COM

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

This page tracks every 13F SEC filing in which S&CO INC reported a position in D CATERPILLAR INC DEL COM (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

3.75% (2025 Q4)

Avg. % of fund

1.79%

First filed

1999 Q2

Last filed

2025 Q4

Quarters held

103

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	105,396	-6,682	-6.0%	3.75%	$60.4M	$571.53
2025 Q3	REDUCED	112,078	-5,197	-4.4%	3.27%	$53.5M	$474.67
2025 Q2	ADDED	117,275	+2,380	+2.1%	2.92%	$45.5M	$384.78
2025 Q1	REDUCED	114,895	-627	-0.5%	2.54%	$37.9M	$325.32

% 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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