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LS Investment Advisors, LLC → CAT
LS Investment Advisors, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$21.6M
Q3 2026
Peak value
$31M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.7M |
| Q4 2025 | $18.9M |
| Q1 2026 | $21.1M |
| Q2 2026 | $31M |
| Q3 2026 | $21.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.6M | 26.6K | — | — |
| Q2 2026 | $31M | 29.1K | — | — |
| Q1 2026 | $21.1M | 29.8K | — | — |
| Q4 2025 | $18.9M | 33.0K | — | — |
| Q3 2025 | $16.7M | 35.1K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B