Back to CAT
Trace Wealth Advisors, LLC → CAT
Trace Wealth Advisors, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.6M |
| Q1 2026 | $2M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 2.7K | — | — |
| Q2 2026 | $2.9M | 2.8K | — | — |
| Q1 2026 | $2M | 2.8K | — | — |
| Q4 2025 | $1.6M | 2.8K | — | — |
| Q3 2025 | $1.3M | 2.8K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B