Back to CAT
Arbor Wealth Advisors LLC → CAT
Arbor Wealth Advisors LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 2.4K | — | — |
| Q2 2026 | $2.6M | 2.4K | — | — |
| Q1 2026 | $1.7M | 2.4K | — | — |
| Q4 2025 | $1.4M | 2.4K | — | — |
| Q3 2025 | $1.2M | 2.4K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B