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IVC Wealth Advisors LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.3M |
| Q1 2026 | $2.7M |
| Q2 2026 | $4M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 3.3K | — | — |
| Q2 2026 | $4M | 3.8K | — | — |
| Q1 2026 | $2.7M | 3.9K | — | — |
| Q4 2025 | $2.3M | 4.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B