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Willis Investment Counsel CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$24.7M
Q3 2026
Peak value
$58.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$37.1M
Q4 2025$45.8M
Q1 2026$35.2M
Q2 2026$58.1M
Q3 2026$24.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.7M30.4K——
Q2 2026$58.1M54.6K——
Q1 2026$35.2M49.7K——
Q4 2025$45.8M79.9K——
Q3 2025$37.1M77.7K——

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