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Axim Planning & Wealth CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$677K
Q3 2026
Peak value
$916K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $397K |
| Q4 2025 | $477K |
| Q1 2026 | $589K |
| Q2 2026 | $916K |
| Q3 2026 | $677K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $677K | 835 | — | — |
| Q2 2026 | $916K | 860 | — | — |
| Q1 2026 | $589K | 832 | — | — |
| Q4 2025 | $477K | 832 | — | — |
| Q3 2025 | $397K | 832 | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B