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Wilkerson Advisory Group LLC → CAT
Wilkerson Advisory Group LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
4
Latest value
$5.4M
Q3 2026
Peak value
$7.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q1 2026 | $5.2M |
| Q2 2026 | $7.2M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 6.7K | — | — |
| Q2 2026 | $7.2M | 6.7K | — | — |
| Q1 2026 | $5.2M | 7.4K | — | — |
| Q4 2025 | $4.1M | 7.1K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B
Other Wilkerson Advisory Group LLC positions
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SPY
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QCOM
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VCTR
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VCTR
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VCTR
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