Altrius Capital Management Inc / CAT
Altrius Capital Management Inc’s Caterpillar Inc Position
Does Altrius Capital Management Inc own Caterpillar Inc (CAT)? Not currently — the last reported position was 8.5K shares worth $5M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$5M
Q4 2025
Shares
8.5K
% of Portfolio
+1.03%
Quarters Held
15
position exited
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 8.5K | $5M | +1.03% |
| Q3 2025 | 11.0K | $5M | +1.20% |
| Q2 2025 | 13.8K | $5M | +1.25% |
| Q1 2025 | 13.8K | $5M | +1.11% |
| Q4 2024 | 13.5K | $5M | +1.31% |
| Q3 2024 | 13.8K | $5M | +1.36% |
| Q2 2024 | 13.8K | $5M | +1.21% |
| Q1 2024 | 13.5K | $5M | +1.24% |
| Q4 2023 | 16.9K | $5M | +1.39% |
| Q3 2023 | 17.3K | $5M | +1.40% |
| Q2 2023 | 17.4K | $4M | +1.27% |
| Q1 2023 | 17.3K | $4M | +1.21% |
| Q4 2022 | 17.4K | $4M | +1.31% |
| Q3 2022 | 17.7K | $3M | +1.10% |
| Q2 2022 | 22.1K | $4M | +1.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altrius Capital Management Inc’s full portfolio or all institutional holders of CAT.