Position history for &PARTNERS's holdings in CATERPILLAR INC
&PARTNERS holds 108,243 shares of CAT (CATERPILLAR INC), worth $76.7M as of 2026-Q1. The position was increased (+8.9% shares). CAT represents 0.4% of &PARTNERS's portfolio.
Current Value
$76.7M
Current Shares
108,243
Total Value Change
+$73.1M
Total Shares Change
+97,455
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |