Question 1

How many shares of CAT does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 110,167 shares of CAT (CATERPILLAR INC).

Question 2

What is &PARTNERS's CAT position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's CAT position is worth $117.6M.

Question 3

Is &PARTNERS buying or selling CAT?

Accepted Answer

In 2026-Q2, &PARTNERS increased their CAT position (+1.8% change in shares).

Question 4

When did &PARTNERS first buy CAT?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CAT in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	110,167	+1.8%	$117.6M	0.5%	$1,062.93	37
2026-Q1	Increased	108,243	+8.9%	$76.7M	0.4%	$705.80	39
2025-Q4	Increased	99,386	+19.9%	$57M	0.3%	$569.39	42
2025-Q3	Increased	82,892	+14.5%	$36.8M	0.2%	$472.89	40
2025-Q2	Increased	72,381	+36.7%	$28.1M	0.2%	$383.34	45
2025-Q1	Increased	52,956	+8.4%	$17.5M	0.2%	$324.10	37
2024-Q4	Increased	48,828	+80.2%	$17.8M	0.2%	$355.19	52
2024-Q3	Increased	27,098	+151.2%	$10.7M	0.2%	$381.59	54

CATShowing 8 of 26 quarters

CAT
Showing 8 of 26 quarters