Back to CAT
Lloyd Advisory Services, LLC. → CAT
Lloyd Advisory Services, LLC. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$41
Q3 2026
Peak value
$57.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q1 2026 | $57.6M |
| Q1 2026 | $97K |
| Q2 2026 | $2.4M |
| Q3 2026 | $41 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41 | 0 | — | — |
| Q2 2026 | $2.4M | 96.4K | — | — |
| Q1 2026 | $97K | 137 | — | — |
| Q1 2026 | $57.6M | 2.29M | — | — |
| Q4 2025 | $1.5M | 59.2K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B