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Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in CATERPILLAR INC

COMMONWEALTH EQUITY SERVICES, LLC holds 309,841 shares of CAT (CATERPILLAR INC), worth $330M as of 2026-Q2. The position was decreased (-6.1% shares). CAT represents 0.4% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$330M

Current Shares

309,841

Total Value Change

+$159.6M

Total Shares Change

-125,732

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
309,841
-6.1%
$330M0.4%$1,062.93
0
2026-Q1
Decreased
329,837
-7.2%
$233.7M0.3%$705.80
0
2025-Q4
Decreased
355,496
-7.2%
$203.7M0.3%$569.39
0
2025-Q3
Decreased
383,256
-5.5%
$182.9M0.2%$472.89
0
2025-Q2
Decreased
405,660
-7.6%
$157.5M0.2%$383.34
0
2025-Q1
Increased
438,960
+1.0%
$144.8M0.2%$324.10
36
2024-Q4
Decreased
434,774
-0.2%
$157.7M0.2%$355.19
0
2024-Q3
Decreased
435,573
-1.2%
$170.4M0.3%$381.59
0

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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