Back to CAT
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies → CAT
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q1 2026 | $3.2M |
| Q2 2026 | $4.9M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 4.6K | — | — |
| Q2 2026 | $4.9M | 4.6K | — | — |
| Q1 2026 | $3.2M | 4.6K | — | — |
| Q4 2025 | $2.6M | 4.6K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B