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Mystic Asset Management, Inc. → CAT

Mystic Asset Management, Inc. CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$7.8M
Q3 2026
Peak value
$10.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5M
Q4 2025$5.8M
Q1 2026$7M
Q2 2026$10.4M
Q3 2026$7.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.8M9.6K——
Q2 2026$10.4M9.8K——
Q1 2026$7M9.9K——
Q4 2025$5.8M10.2K——
Q3 2025$5M10.5K——

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