Back to CAT
PRINCIPAL FINANCIAL GROUP INC → CAT
PRINCIPAL FINANCIAL GROUP INC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
13
Latest value
$7.7M
Q3 2026
Peak value
$688.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $276.3M |
| Q3 2025 | $4M |
| Q4 2025 | $4M |
| Q4 2025 | $320.6M |
| Q1 2026 | $16K |
| Q1 2026 | $4.4M |
| Q1 2026 | $467.6M |
| Q2 2026 | $23K |
| Q2 2026 | $688.9M |
| Q2 2026 | $16.8M |
| Q3 2026 | $403.5M |
| Q3 2026 | $18K |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 9.4K | — | — |
| Q3 2026 | $18K | 22 | — | — |
| Q3 2026 | $403.5M | 497.7K | — | — |
| Q2 2026 | $16.8M | 15.8K | — | — |
| Q2 2026 | $688.9M | 646.9K | — | — |
| Q2 2026 | $23K | 22 | — | — |
| Q1 2026 | $467.6M | 660.0K | — | — |
| Q1 2026 | $4.4M | 6.3K | — | — |
| Q1 2026 | $16K | 22 | — | — |
| Q4 2025 | $320.6M | 559.6K | — | — |
| Q4 2025 | $4M | 6.9K | — | — |
| Q3 2025 | $4M | 8.3K | — | — |
| Q3 2025 | $276.3M | 579.1K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B