Question 1

How many shares of CAT does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 108,243 shares of CAT (CATERPILLAR INC).

Question 2

What is &PARTNERS's CAT position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's CAT position is worth $76.7M.

Question 3

Is &PARTNERS buying or selling CAT?

Accepted Answer

In 2026-Q1, &PARTNERS increased their CAT position (+8.9% 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-Q2. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	108,243	+8.9%	$76.7M	0.4%	$722.18	39
2025-Q4	Increased	99,386	+19.9%	$57M	0.3%	$576.04	42
2025-Q3	Increased	82,892	+14.5%	$36.8M	0.2%	$469.16	40
2025-Q2	Increased	72,381	+36.7%	$28.1M	0.2%	$381.32	45
2025-Q1	Increased	52,956	+8.4%	$17.5M	0.2%	$325.22	37
2024-Q4	Increased	48,828	+80.2%	$17.8M	0.2%	$356.77	52
2024-Q3	Increased	27,098	+151.2%	$10.7M	0.2%	$382.99	54
2024-Q2	Increased	10,788	+85.2%	$3.6M	0.2%	$324.88	49

CATShowing 8 of 21 quarters

CAT
Showing 8 of 21 quarters