SEC 13F Intelligence

Whalerock Point Partners, LLC / CAT

Whalerock Point Partners, LLC’s Caterpillar Inc Position

Does Whalerock Point Partners, LLC own Caterpillar Inc (CAT)? Yes — 10.2K shares worth $7M (+1.39% of its 13F portfolio) as of Q1 2026.

Position Value
$7M
Q1 2026
Shares
10.2K
% of Portfolio
+1.39%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $1.5BQ4 ’20: $2MQ1 ’21: $2.4BQ1 ’21Q2 ’21: $2.3BQ3 ’21: $2MQ4 ’21: $2.1BQ1 ’22: $2.3BQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ4 ’25: $6MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.2K$7M+1.39%
Q4 202510.2K$6M+1.11%
Q3 202510.2K$5M+0.99%
Q2 202510.5K$4M+0.88%
Q1 202510.3K$3M+0.81%
Q4 202410.8K$4M+0.91%
Q3 202410.8K$4M+1.00%
Q2 202410.7K$4M+0.96%
Q1 202410.7K$4M+1.07%
Q4 202310.7K$3M+0.98%
Q3 202310.6K$3M+1.00%
Q2 202310.6K$3M+0.88%
Q1 202310.5K$2M+0.89%
Q4 202210.3K$2M+1.01%
Q3 202210.4K$2M+0.75%
Q2 202210.4K$2M+0.78%
Q1 202210.4K$2.3B+0.82%
Q4 202110.4K$2.1B+0.73%
Q3 202110.4K$2M+0.77%
Q2 202110.4K$2.3B+0.87%
Q1 202110.4K$2.4B+1.06%
Q4 202010.3K$2M+0.89%
Q3 20201.5K$1.5B+0.85%
Q2 202013.2K$2M+0.98%
Q1 202013.2K$2M+1.09%
Q4 201913.2K$2M+1.03%
Q3 201917.2K$2M+1.17%
Q2 201917.2K$2M+1.34%
Q1 201917.2K$2M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whalerock Point Partners, LLC’s full portfolio or all institutional holders of CAT.