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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CAT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
13
Latest value
$557K
Q3 2026
Peak value
$120.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $77.4M |
| Q4 2025 | $98.5M |
| Q1 2026 | $84.7M |
| Q2 2026 | $397K |
| Q2 2026 | $1.3M |
| Q2 2026 | $529K |
| Q2 2026 | $463K |
| Q2 2026 | $120.5M |
| Q3 2026 | $116.5M |
| Q3 2026 | $478K |
| Q3 2026 | $876K |
| Q3 2026 | $637K |
| Q3 2026 | $557K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $557K | 700 | — | — |
| Q3 2026 | $637K | 800 | — | — |
| Q3 2026 | $876K | 1.1K | — | — |
| Q3 2026 | $478K | 600 | — | — |
| Q3 2026 | $116.5M | 203.7K | — | — |
| Q2 2026 | $120.5M | 182.1K | — | — |
| Q2 2026 | $463K | 700 | — | — |
| Q2 2026 | $529K | 800 | — | — |
| Q2 2026 | $1.3M | 2.0K | — | — |
| Q2 2026 | $397K | 600 | — | — |
| Q1 2026 | $84.7M | 173.5K | — | — |
| Q4 2025 | $98.5M | 157.3K | — | — |
| Q3 2025 | $77.4M | 159.0K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B