SEC 13F Intelligence

Mcrae Capital Management Inc / CAT

Mcrae Capital Management Inc’s Caterpillar Inc Position

Does Mcrae Capital Management Inc own Caterpillar Inc (CAT)? Not currently — the last reported position was 41.1K shares worth $10M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2022
Shares
41.1K
% of Portfolio
+2.88%
Quarters Held
7
position exited

Position History CAT

Reported value by quarter
Q2 ’21: $6MQ2 ’21Q3 ’21: $7MQ3 ’21Q4 ’21: $8MQ4 ’21Q1 ’22: $10MQ1 ’22Q2 ’22: $8MQ2 ’22Q3 ’22: $7MQ3 ’22Q4 ’22: $10MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202241.1K$10M+2.88%
Q3 202241.3K$7M+2.06%
Q2 202242.8K$8M+2.08%
Q1 202242.8K$10M+2.15%
Q4 202139.7K$8M+1.71%
Q3 202137.7K$7M+1.59%
Q2 202128.0K$6M+1.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcrae Capital Management Inc’s full portfolio or all institutional holders of CAT.