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Montgomery Financial Services LLC → CAT
Montgomery Financial Services LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
3
Latest value
$2K
Q3 2026
Peak value
$25.3M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $25.3M |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 2 | — | — |
| Q2 2026 | $2K | 2 | — | — |
| Q2 2026 | $25.3M | 1.01M | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B