Position in CAE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,553
+$277 QoQ
Shares Held
62
+26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 281 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $11,113,408 across 43 Aerospace & Defense names. CAE ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,627 | $2,476,708 | |
| 2 | RTX |
RTX Corp
|
7,795 | $1,478,945 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,554 | $1,224,388 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,121 | $1,216,694 | |
| 5 | BA |
Boeing Co
|
3,828 | $828,647 | |
| 6 | GD |
General Dynamics Corp
|
2,057 | $728,671 | |
| 7 | TDG |
TransDigm Group INC
|
333 | $443,569 | |
| 8 | HEI |
Heico Corp
|
1,335 | $350,795 |
All Filings in CAE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553 | 62 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,276 | 49 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,490 | 49 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $1,359 | 49 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||