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LYELL WEALTH MANAGEMENT, LP → CAT
LYELL WEALTH MANAGEMENT, LP CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$29.5M
Q3 2026
Peak value
$38.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.1M |
| Q4 2025 | $21.3M |
| Q1 2026 | $26.2M |
| Q2 2026 | $38.4M |
| Q3 2026 | $29.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.5M | 36.4K | — | — |
| Q2 2026 | $38.4M | 36.1K | — | — |
| Q1 2026 | $26.2M | 37.0K | — | — |
| Q4 2025 | $21.3M | 37.2K | — | — |
| Q3 2025 | $18.1M | 37.9K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B