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KRM WEALTH MANAGEMENT L.L.C. → CAT

KRM WEALTH MANAGEMENT L.L.C. CAT Position History

Caterpillar Inc. • Industrials

Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1M
Q1 2026$1.3M
Q2 2026$1.9M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M2.4K——
Q2 2026$1.9M1.8K——
Q1 2026$1.3M1.8K——
Q4 2025$1M1.8K——

Other funds holding CAT

Other KRM WEALTH MANAGEMENT L.L.C. positions

VGES

VANGUARD BD INDEX FDS

$32.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$32.3M
VGES

VANGUARD BD INDEX FDS

$31.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$30.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.5M
VGES

VANGUARD TAX-MANAGED FDS

$28.6M
VGES

VANGUARD BD INDEX FDS

$28.4M