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KINGSWOOD WEALTH ADVISORS, LLC → CAT
KINGSWOOD WEALTH ADVISORS, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$23.5M
Q3 2026
Peak value
$27.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.9M |
| Q1 2026 | $15.1M |
| Q2 2026 | $27.3M |
| Q3 2026 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.5M | 29.0K | — | — |
| Q2 2026 | $27.3M | 25.6K | — | — |
| Q1 2026 | $15.1M | 21.4K | — | — |
| Q4 2025 | $12.9M | 22.5K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B