Back to CAT
CWA Asset Management Group, LLC → CAT
CWA Asset Management Group, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
10
Latest value
$6.3M
Q3 2026
Peak value
$59.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36.1M |
| Q3 2025 | $4M |
| Q4 2025 | $39.7M |
| Q4 2025 | $4.8M |
| Q1 2026 | $42M |
| Q1 2026 | $5.7M |
| Q2 2026 | $59.6M |
| Q2 2026 | $8.2M |
| Q3 2026 | $59.2M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 7.7K | — | — |
| Q3 2026 | $59.2M | 2.49M | — | — |
| Q2 2026 | $8.2M | 7.7K | — | — |
| Q2 2026 | $59.6M | 2.38M | — | — |
| Q1 2026 | $5.7M | 8.1K | — | — |
| Q1 2026 | $42M | 1.67M | — | — |
| Q4 2025 | $4.8M | 8.4K | — | — |
| Q4 2025 | $39.7M | 1.56M | — | — |
| Q3 2025 | $4M | 8.3K | — | — |
| Q3 2025 | $36.1M | 1.42M | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B