Back to CAT
Rockline Wealth Management, LLC → CAT
Rockline Wealth Management, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$7.6M
Q3 2026
Peak value
$10.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $501K |
| Q4 2025 | $658K |
| Q1 2026 | $6.6M |
| Q2 2026 | $10.4M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 9.4K | — | — |
| Q2 2026 | $10.4M | 9.8K | — | — |
| Q1 2026 | $6.6M | 9.3K | — | — |
| Q4 2025 | $658K | 1.1K | — | — |
| Q3 2025 | $501K | 1.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B