Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$847,659
+$611,637 QoQ
Shares Held
796
+93.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,640
of 4,031 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 15%
Shared 85%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $1,684,294 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
796 | $847,659 | |
| 2 | PCAR |
Paccar Inc
|
6,965 | $836,635 |
All Filings in CAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,659 | 796 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $236,022 | 412 | Shares | Defined | 2026-02-13 | |
| 2024-03-31 | $1,109,916 | 3,029 | Shares | Defined | 2024-05-03 | |
| 2023-09-30 | $2,335,242 | 8,554 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,430,780 | 5,815 | Shares | Defined | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||