Back to CAT
Turtle Creek Wealth Advisors, LLC → CAT
Turtle Creek Wealth Advisors, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$30M
Q3 2026
Peak value
$36.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.6M |
| Q4 2025 | $18.9M |
| Q1 2026 | $24M |
| Q2 2026 | $36.9M |
| Q3 2026 | $30M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30M | 37.0K | — | — |
| Q2 2026 | $36.9M | 34.7K | — | — |
| Q1 2026 | $24M | 33.8K | — | — |
| Q4 2025 | $18.9M | 33.0K | — | — |
| Q3 2025 | $14.6M | 30.6K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B