Back to CAT
Independent Wealth Network Inc. → CAT
Independent Wealth Network Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$21.5M
Q3 2026
Peak value
$28.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15M |
| Q1 2026 | $18.5M |
| Q2 2026 | $28.2M |
| Q3 2026 | $21.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.5M | 26.5K | — | — |
| Q2 2026 | $28.2M | 26.5K | — | — |
| Q1 2026 | $18.5M | 26.1K | — | — |
| Q4 2025 | $15M | 26.1K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B