Back to CAT
Crown Oak Advisors, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $3.3M |
| Q1 2026 | $4.1M |
| Q2 2026 | $5.4M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 5.0K | — | — |
| Q2 2026 | $5.4M | 5.0K | — | — |
| Q1 2026 | $4.1M | 5.8K | — | — |
| Q4 2025 | $3.3M | 5.8K | — | — |
| Q3 2025 | $2.3M | 5.8K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B