Back to CAT
Jones Kertz & Associates, Inc. → CAT
Jones Kertz & Associates, Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$8.1M
Q3 2026
Peak value
$10.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.7M |
| Q1 2026 | $8M |
| Q2 2026 | $10.7M |
| Q3 2026 | $8.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.1M | 10.0K | — | — |
| Q2 2026 | $10.7M | 10.1K | — | — |
| Q1 2026 | $8M | 11.3K | — | — |
| Q4 2025 | $6.7M | 11.7K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B