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Caldwell Trust Co CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$14.2M
Q3 2026
Peak value
$18.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.7M |
| Q1 2026 | $13M |
| Q2 2026 | $18.7M |
| Q3 2026 | $14.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.2M | 17.5K | — | — |
| Q2 2026 | $18.7M | 17.5K | — | — |
| Q1 2026 | $13M | 18.4K | — | — |
| Q4 2025 | $10.7M | 18.7K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B