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COMMONWEALTH EQUITY SERVICES, LLC → CAT
COMMONWEALTH EQUITY SERVICES, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
8
Latest value
$5.9M
Q3 2026
Peak value
$330M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $203.7M |
| Q4 2025 | $5.2M |
| Q1 2026 | $233.7M |
| Q1 2026 | $5.3M |
| Q2 2026 | $330M |
| Q2 2026 | $6M |
| Q3 2026 | $234.9M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 177.5K | — | — |
| Q3 2026 | $234.9M | 289.7K | — | — |
| Q2 2026 | $6M | 174.2K | — | — |
| Q2 2026 | $330M | 309.8K | — | — |
| Q1 2026 | $5.3M | 198.5K | — | — |
| Q1 2026 | $233.7M | 329.8K | — | — |
| Q4 2025 | $5.2M | 183.1K | — | — |
| Q4 2025 | $203.7M | 355.5K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B