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Capital Investment Counsel, LLC → CAT

Capital Investment Counsel, LLC CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$14.7M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.6M
Q4 2025$12.3M
Q1 2026$14.4M
Q2 2026$20.7M
Q3 2026$14.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.7M18.1K——
Q2 2026$20.7M19.4K——
Q1 2026$14.4M20.4K——
Q4 2025$12.3M21.5K——
Q3 2025$10.6M22.2K——

Other funds holding CAT

Other Capital Investment Counsel, LLC positions

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AAPL

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AVGO

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$20.8M
ETHA

ISHARES TR

$20.8M
FPF

FIRST TR EXCHANGE-TRADED FD

$20.6M
AVGO

BROADCOM INC

$20.6M
FPF

FIRST TR EXCHANGE-TRADED FD

$20.3M
FPF

FIRST TR EXCHANGE-TRADED FD

$19.9M