SEC 13F Intelligence

Stolper Co / CAT

Stolper Co’s Caterpillar Inc Position

Does Stolper Co own Caterpillar Inc (CAT)? Not currently — the last reported position was 9.9K shares worth $2M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2021
Shares
9.9K
% of Portfolio
+1.18%
Quarters Held
5
position exited

Position History CAT

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $1MQ2 ’20Q3 ’20: $1MQ3 ’20Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20219.9K$2M+1.18%
Q4 202010.1K$2M+1.03%
Q3 202010.0K$1M+0.96%
Q2 202011.1K$1M+0.92%
Q1 202011.9K$1M+0.99%

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