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Boltwood Capital Management → CAT

Boltwood Capital Management CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q4 2025$4.5M
Q1 2026$5.4M
Q2 2026$7.8M
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M7.2K——
Q2 2026$7.8M7.4K——
Q1 2026$5.4M7.6K——
Q4 2025$4.5M7.8K——
Q3 2025$3.8M8.0K——

Other funds holding CAT

Other Boltwood Capital Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.7M
STT-PG

SPDR INDEX SHS FDS

$13.8M
STT-PG

SPDR INDEX SHS FDS

$13.6M
AAPL

APPLE INC

$13.2M