Back to CAT
Stockman Wealth Management, Inc. → CAT
Stockman Wealth Management, Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$23.2M
Q3 2026
Peak value
$31.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.7M |
| Q4 2025 | $21M |
| Q1 2026 | $24M |
| Q2 2026 | $31.6M |
| Q3 2026 | $23.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.2M | 28.6K | — | — |
| Q2 2026 | $31.6M | 29.7K | — | — |
| Q1 2026 | $24M | 33.9K | — | — |
| Q4 2025 | $21M | 36.6K | — | — |
| Q4 2025 | $18.7M | 39.1K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B