CAT CATERPILLAR INC COM

Ownership history in SEARLE & CO.  ·  38 quarters on record

This page tracks every 13F SEC filing in which SEARLE & CO. reported a position in CATERPILLAR INC 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
3.01% (2025 Q4)
Avg. % of fund
1.53%
First filed
2015 Q2
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,375 -66 -0.3% 3.01% $11.7M $571.53
2025 Q3 ADDED 20,441 +188 +0.9% 2.58% $9.8M $474.67
2025 Q2 REDUCED 20,253 -100 -0.5% 2.22% $7.9M $384.78
2025 Q1 UNCHANGED 20,353 0% 1.91% $6.7M $325.32
34 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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