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HERITAGE INVESTORS MANAGEMENT CORP → CAT
HERITAGE INVESTORS MANAGEMENT CORP CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$81.7M
Q3 2026
Peak value
$111.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59.8M |
| Q4 2025 | $69.1M |
| Q1 2026 | $82.5M |
| Q2 2026 | $111.2M |
| Q3 2026 | $81.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $81.7M | 100.8K | — | — |
| Q2 2026 | $111.2M | 104.4K | — | — |
| Q1 2026 | $82.5M | 116.4K | — | — |
| Q4 2025 | $69.1M | 120.6K | — | — |
| Q3 2025 | $59.8M | 125.4K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B