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NICHOLS & PRATT ADVISERS LLP /MA → CAT
NICHOLS & PRATT ADVISERS LLP /MA CAT Position History
Caterpillar Inc. • Industrials
Quarters held
10
Latest value
$41.1M
Q3 2026
Peak value
$58.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $799K |
| Q3 2025 | $33.3M |
| Q4 2025 | $945K |
| Q4 2025 | $33.7M |
| Q1 2026 | $1M |
| Q1 2026 | $39.9M |
| Q2 2026 | $2M |
| Q2 2026 | $58.2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $41.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41.1M | 49.7K | — | — |
| Q3 2026 | $1.5M | 1.9K | — | — |
| Q2 2026 | $58.2M | 54.6K | — | — |
| Q2 2026 | $2M | 1.9K | — | — |
| Q1 2026 | $39.9M | 56.3K | — | — |
| Q1 2026 | $1M | 1.5K | — | — |
| Q4 2025 | $33.7M | 58.7K | — | — |
| Q4 2025 | $945K | 1.6K | — | — |
| Q3 2025 | $33.3M | 69.8K | — | — |
| Q3 2025 | $799K | 1.7K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B