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BAR HARBOR WEALTH MANAGEMENT → CAT

BAR HARBOR WEALTH MANAGEMENT CAT Position History

Caterpillar Inc. • Industrials

Quarters held
4
Latest value
$36.1M
Q3 2026
Peak value
$48.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$26.6M
Q1 2026$32.7M
Q2 2026$48.7M
Q3 2026$36.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$36.1M44.6K——
Q2 2026$48.7M45.7K——
Q1 2026$32.7M46.1K——
Q4 2025$26.6M46.4K——

Other funds holding CAT

Other BAR HARBOR WEALTH MANAGEMENT positions

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STT-PG

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$134.6M
STT-PG

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$124M
AAPL

APPLE INC

$92.1M
AAPL

APPLE INC

$80.7M
LLY

ELI LILLY & CO

$78.8M
LLY

ELI LILLY & CO

$77.5M