Back to CAT
SevenBridge Financial Group, LLC → CAT
SevenBridge Financial Group, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$7.9M
Q3 2026
Peak value
$10.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.1M |
| Q4 2025 | $8.1M |
| Q1 2026 | $10M |
| Q2 2026 | $10.4M |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 10.9K | — | — |
| Q2 2026 | $10.4M | 12.3K | — | — |
| Q1 2026 | $10M | 12.4K | — | — |
| Q4 2025 | $8.1M | 12.7K | — | — |
| Q3 2025 | $7.1M | 12.3K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B