Back to CAT
Cambridge Investment Research Advisors, Inc. → CAT
Cambridge Investment Research Advisors, Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
6
Latest value
$175.6M
Q3 2026
Peak value
$228M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $99.2M |
| Q4 2025 | $122.5M |
| Q1 2026 | $149.2M |
| Q2 2026 | $226.6M |
| Q2 2026 | $228M |
| Q3 2026 | $175.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $175.6M | 216.6K | — | — |
| Q2 2026 | $228M | 214.1K | — | — |
| Q2 2026 | $226.6M | 212.7K | — | — |
| Q1 2026 | $149.2M | 210.6K | — | — |
| Q4 2025 | $122.5M | 213.9K | — | — |
| Q3 2025 | $99.2M | 208.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B