Back to CAT
Guardian Wealth Management, Inc. → CAT
Guardian Wealth Management, Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$5.3M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $4.4M |
| Q1 2026 | $4.6M |
| Q2 2026 | $7M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 6.5K | — | — |
| Q2 2026 | $7M | 6.6K | — | — |
| Q1 2026 | $4.6M | 6.5K | — | — |
| Q4 2025 | $4.4M | 7.7K | — | — |
| Q3 2025 | $1.1M | 2.3K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B