Back to CAT
RFG - Bristol Wealth Advisors, LLC → CAT
RFG - Bristol Wealth Advisors, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.8M |
| Q4 2025 | $5.6M |
| Q1 2026 | $6.9M |
| Q2 2026 | $10.2M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 9.1K | — | — |
| Q2 2026 | $10.2M | 9.5K | — | — |
| Q1 2026 | $6.9M | 9.7K | — | — |
| Q4 2025 | $5.6M | 9.8K | — | — |
| Q3 2025 | $4.8M | 10.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B