Back to CAT
LEE DANNER & BASS INC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$27.3M
Q3 2026
Peak value
$36.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.2M |
| Q4 2025 | $20.8M |
| Q1 2026 | $25.7M |
| Q2 2026 | $36.1M |
| Q3 2026 | $27.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.3M | 33.7K | — | — |
| Q2 2026 | $36.1M | 33.9K | — | — |
| Q1 2026 | $25.7M | 36.3K | — | — |
| Q4 2025 | $20.8M | 36.4K | — | — |
| Q3 2025 | $17.2M | 36.1K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B