Surience Private Wealth LLC / CAT
Surience Private Wealth LLC’s Caterpillar Inc Position
Does Surience Private Wealth LLC own Caterpillar Inc (CAT)? Not currently — the last reported position was 7.3K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2025
Shares
7.3K
% of Portfolio
+4.46%
Quarters Held
2
position exited
Position History CAT
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of CAT.