Back to CAT
Moran Wealth Management, LLC → CAT
Moran Wealth Management, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
8
Latest value
$30.9M
Q3 2026
Peak value
$41.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $87K |
| Q4 2025 | $31.8M |
| Q1 2026 | $216K |
| Q1 2026 | $33.3M |
| Q2 2026 | $41.1M |
| Q2 2026 | $679K |
| Q3 2026 | $678K |
| Q3 2026 | $30.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.9M | 38.1K | — | — |
| Q3 2026 | $678K | 836 | — | — |
| Q2 2026 | $679K | 638 | — | — |
| Q2 2026 | $41.1M | 38.6K | — | — |
| Q1 2026 | $33.3M | 47.0K | — | — |
| Q1 2026 | $216K | 305 | — | — |
| Q4 2025 | $31.8M | 55.5K | — | — |
| Q4 2025 | $87K | 151 | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B