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Strategic Financial Group, LLC → CAT
Strategic Financial Group, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
3
Latest value
$308K
Q3 2026
Peak value
$405K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $269K |
| Q2 2026 | $405K |
| Q3 2026 | $308K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $308K | 380 | — | — |
| Q2 2026 | $405K | 380 | — | — |
| Q1 2026 | $269K | 380 | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B