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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in CATERPILLAR INC

CAPTRUST FINANCIAL ADVISORS holds 236,355 shares of CAT (CATERPILLAR INC), worth $251.7M as of 2026-Q2. The position was increased (+12.9% shares). CAT represents 0.4% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$251.7M

Current Shares

236,355

Total Value Change

+$201.1M

Total Shares Change

+107,002

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
236,355
+12.9%
$251.7M0.4%$1,062.93
41
2026-Q1
Increased
209,300
+47.8%
$148.3M0.3%$705.80
50
2025-Q4
Increased
141,582
+5.6%
$81.1M0.2%$569.39
38
2025-Q3
Increased
134,088
+1.4%
$64M0.1%$472.89
36
2025-Q2
Decreased
132,226
-2.1%
$51.3M0.1%$383.34
0
2025-Q1
Increased
135,012
+2.1%
$44.5M0.1%$324.10
36
2024-Q4
Increased
132,193
+2.2%
$48M0.1%$355.19
36
2024-Q3
Increased
129,353
+0.1%
$50.6M0.2%$381.59
35

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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