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Mowery & Schoenfeld Wealth Management, LLC → CAT
Mowery & Schoenfeld Wealth Management, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$831K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $596K |
| Q1 2026 | $726K |
| Q2 2026 | $1.1M |
| Q3 2026 | $831K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $831K | 1.0K | — | — |
| Q2 2026 | $1.1M | 1.0K | — | — |
| Q1 2026 | $726K | 1.0K | — | — |
| Q4 2025 | $596K | 1.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B