Waratah Capital Advisors »

Caterpillar shares owned by Waratah Capital Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Waratah Capital Advisors from 13F filings

Historical chart of Waratah Capital Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Waratah Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Waratah Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 26k 477.15
2025-03-31 $524k 1.6k 329.80
2020-09-30 $5.8M 39k 149.16
2019-06-30 $796k 5.8k 136.30
2018-03-31 $4.0M 27k 147.39

More positions owned by Waratah Capital Advisors

Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Spdr Gold Tr Gold Shs Call Option (GLD)
Ishares Tr Iboxx Hi Yd Etf Put Option (HYG)
Vaneck Etf Trust Gold Miners Etf Put Option (GDX)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Select Sector Spdr Tr Sbi Int-utils Call Option (XLU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Call Option (RSP)
Centerra Gold (CGAU)
Rogers Communications CL B (RCI)
Ishares Tr Russell 2000 Etf Put Option (IWM)
Pan American Silver Corp Can (PAAS)
Ishares Silver Tr Ishares Call Option (SLV)
Teledyne Technologies Incorporated (TDY)
Kinross Gold Corp (KGC)
Floor & Decor Hldgs Cl A (FND)

View all positions for Waratah Capital Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar