Back to CAT

WINEBRENNER CAPITAL MANAGEMENT LLC → CAT

WINEBRENNER CAPITAL MANAGEMENT LLC CAT Position History

Caterpillar Inc. • Industrials

Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q4 2025$1.5M
Q1 2026$1.9M
Q2 2026$2.7M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M2.5K——
Q2 2026$2.7M2.5K——
Q1 2026$1.9M2.7K——
Q4 2025$1.5M2.7K——
Q3 2025$1.3M2.6K——

Other funds holding CAT

Other WINEBRENNER CAPITAL MANAGEMENT LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$10.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$7.6M
HONA

DIMENSIONAL ETF TRUST

$6.6M
NVDA

NVIDIA CORPORATION

$6.4M
HONA

DIMENSIONAL ETF TRUST

$6.4M
NVDA

NVIDIA CORPORATION

$6.3M