CAT — CATERPILLAR INC

Ownership history in Trace Wealth Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Trace Wealth Advisors, 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
1.14% (2025 Q4)
Avg. % of fund
0.94%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,750 — 0% 1.14% $1.6M $571.53
2025 Q3 UNCHANGED 2,750 — 0% 0.98% $1.3M $474.67
2025 Q2 UNCHANGED 2,750 — 0% 0.87% $1.1M $384.78
2025 Q1 UNCHANGED 2,750 — 0% 0.81% $907K $325.32
2024 Q4 INITIATED 2,750 — — 0.89% $998K $356.53
% 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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