Jeff Auxier's CAT Position Overview
Jeff Auxier (via Auxier Asset Management LLC) currently holds 3,230 shares of Caterpillar Inc. (CAT) worth $1.54 M, representing 0.22% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Jeff Auxier has maintained a strategic position in CAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 100 shares. Largest reduction occurred in Q3 2020, reducing 325 shares.
Analysis based on 13F filings available since 2013 Q2
Jeff Auxier's Caterpillar (CAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Caterpillar (CAT) Trades by Jeff Auxier
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2018 | +4,002 | New Buy | 4,002 | $152.42 |
| Q4 2018 | +100 | Add 2.50% | 4,102 | $127.01 |
| Q1 2019 | -25 | Reduce 0.61% | 4,077 | $135.39 |
| Q3 2019 | -137 | Reduce 3.36% | 3,940 | $126.40 |
| Q4 2019 | -75 | Reduce 1.90% | 3,865 | $147.74 |
| Q3 2020 | -325 | Reduce 8.41% | 3,540 | $149.15 |
| Q1 2023 | -110 | Reduce 3.11% | 3,430 | $228.84 |
| Q3 2023 | -100 | Reduce 2.92% | 3,330 | $273.00 |
| Q4 2023 | -100 | Reduce 3.00% | 3,230 | $295.67 |
Jeff Auxier's Caterpillar Investment FAQs
Jeff Auxier first purchased Caterpillar Inc. (CAT) in Q3 2018, acquiring 4,002 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier has held Caterpillar Inc. (CAT) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier's largest addition to Caterpillar Inc. (CAT) was in Q3 2018, adding 4,002 shares worth $610,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 3,230 shares of Caterpillar Inc. (CAT), valued at approximately $1.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Caterpillar Inc. (CAT) represents approximately 0.22% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier's peak holding in Caterpillar Inc. (CAT) was 4,102 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.