Back to CAT
Kestra Advisory Services, LLC → CAT
Kestra Advisory Services, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
8
Latest value
$172.2M
Q3 2026
Peak value
$221.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $88.2M |
| Q3 2025 | $650K |
| Q4 2025 | $115.8M |
| Q4 2025 | $245K |
| Q1 2026 | $155.6M |
| Q2 2026 | $221.7M |
| Q2 2026 | $356K |
| Q3 2026 | $172.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $172.2M | 212.3K | — | — |
| Q2 2026 | $356K | 10.3K | — | — |
| Q2 2026 | $221.7M | 208.2K | — | — |
| Q1 2026 | $155.6M | 219.6K | — | — |
| Q4 2025 | $245K | 8.6K | — | — |
| Q4 2025 | $115.8M | 202.1K | — | — |
| Q3 2025 | $650K | 21.2K | — | — |
| Q3 2025 | $88.2M | 184.9K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B