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Aull & Monroe Investment Management Corp → CAT
Aull & Monroe Investment Management Corp CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$12.9M
Q3 2026
Peak value
$17.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q4 2025 | $9.8M |
| Q1 2026 | $11.7M |
| Q2 2026 | $17.3M |
| Q3 2026 | $12.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.9M | 15.9K | — | — |
| Q2 2026 | $17.3M | 16.2K | — | — |
| Q1 2026 | $11.7M | 16.5K | — | — |
| Q4 2025 | $9.8M | 17.1K | — | — |
| Q3 2025 | $8.5M | 17.9K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B