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Creative Planning CAT Position History
Caterpillar Inc. • Industrials
Quarters held
11
Latest value
$289.2M
Q3 2026
Peak value
$366.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23M |
| Q3 2025 | $141.1M |
| Q4 2025 | $176.9M |
| Q4 2025 | $255K |
| Q4 2025 | $26.8M |
| Q1 2026 | $32.5M |
| Q1 2026 | $226.6M |
| Q2 2026 | $37.4M |
| Q2 2026 | $366.9M |
| Q3 2026 | $27.6M |
| Q3 2026 | $289.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $289.2M | 356.7K | — | — |
| Q3 2026 | $27.6M | 34.0K | — | — |
| Q2 2026 | $366.9M | 344.6K | — | — |
| Q2 2026 | $37.4M | 35.1K | — | — |
| Q1 2026 | $226.6M | 319.8K | — | — |
| Q1 2026 | $32.5M | 45.9K | — | — |
| Q4 2025 | $26.8M | 46.8K | — | — |
| Q4 2025 | $255K | 446 | — | — |
| Q4 2025 | $176.9M | 308.7K | — | — |
| Q3 2025 | $141.1M | 295.6K | — | — |
| Q3 2025 | $23M | 48.3K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B