Back to CAT
Elite Wealth Management, Inc. → CAT
Elite Wealth Management, Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
3
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1.8M |
| Q2 2026 | $5.2M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 10.4K | — | — |
| Q2 2026 | $5.2M | 4.9K | — | — |
| Q1 2026 | $1.8M | 2.6K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B