Back to CAT

Cascade Investment Advisors, Inc. → CAT

Cascade Investment Advisors, Inc. CAT Position History

Caterpillar Inc. • Industrials

Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3M
Q1 2026$3M
Q2 2026$3.8M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M3.4K——
Q2 2026$3.8M3.6K——
Q1 2026$3M4.3K——
Q4 2025$3M5.2K——

Other funds holding CAT

Other Cascade Investment Advisors, Inc. positions

AMAT

APPLIED MATLS INC

$5.9M
AAPL

APPLE INC

$5.5M
MSFT

MICROSOFT CORP

$5.2M
VGES

VANGUARD INDEX FDS

$5.1M
AAPL

APPLE INC

$4.9M
VGES

VANGUARD INDEX FDS

$4.9M
AAPL

APPLE INC

$4.8M
MSFT

MICROSOFT CORP

$4.8M