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JAMES INVESTMENT RESEARCH, INC. → CAT
JAMES INVESTMENT RESEARCH, INC. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$15.4M
Q3 2026
Peak value
$22.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.5M |
| Q4 2025 | $15.7M |
| Q1 2026 | $17.4M |
| Q2 2026 | $22.1M |
| Q3 2026 | $15.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.4M | 19.0K | — | — |
| Q2 2026 | $22.1M | 20.8K | — | — |
| Q1 2026 | $17.4M | 24.5K | — | — |
| Q4 2025 | $15.7M | 27.3K | — | — |
| Q3 2025 | $13.5M | 28.3K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B