Back to CAT
Gerald Baker Financial Group LLC → CAT
Gerald Baker Financial Group LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$12.4M
Q3 2026
Peak value
$16.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5.3M |
| Q1 2026 | $10.9M |
| Q2 2026 | $16.3M |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 15.3K | — | — |
| Q2 2026 | $16.3M | 15.3K | — | — |
| Q1 2026 | $10.9M | 15.4K | — | — |
| Q1 2026 | $5.3M | 14.7K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B