Back to CAT
Valley Brook Capital Group, Inc. → CAT
Valley Brook Capital Group, Inc. CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$6.3M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q4 2025 | $4.3M |
| Q1 2026 | $5.4M |
| Q2 2026 | $8.2M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 7.8K | — | — |
| Q2 2026 | $8.2M | 7.7K | — | — |
| Q1 2026 | $5.4M | 7.6K | — | — |
| Q4 2025 | $4.3M | 7.5K | — | — |
| Q3 2025 | $3.6M | 7.6K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B