Sigma Planning Corp

Position in CAT — Caterpillar Inc

CIK 1449126 ANN ARBOR, MI

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$26,823,766

+$10,914,589 QoQ

Shares Held

25,189

+12.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#484

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sigma Planning Corp holds $32,940,851 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	25,189	$26,823,766
2	DE	Deere & Co	7,212	$4,574,787
3	PCAR	Paccar Inc	12,065	$1,449,247
4	TWI	Titan International Inc	12,069	$93,051

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,823,766	25,189	+12.2%	Shares	Sole	2026-08-07
2026-03-31	$15,909,177	22,456	-9.5%	Shares	Sole	2026-05-04
2025-12-31	$14,213,477	24,811	+18.4%	Shares	Sole	2026-01-30
2025-09-30	$9,997,723	20,953	-3.2%	Shares	Sole	2025-11-10
2025-06-30	$8,403,581	21,647	-13.1%	Shares	Sole	2025-08-05
2025-03-31	$8,216,967	24,915	-5.5%	Shares	Sole	2025-05-02
2024-12-31	$9,559,814	26,353	+6.1%	Shares	Sole	2025-02-03
2024-09-30	$9,717,376	24,845	-2.0%	Shares	Sole	2024-11-04
2024-06-30	$8,440,754	25,340	-4.3%	Shares	Sole	2024-08-06
2024-03-31	$9,701,234	26,475	+94.0%	Shares	Sole	2024-05-02
2023-12-31	$4,035,008	13,647	-56.2%	Shares	Sole	2024-02-01
2023-09-30	$8,505,588	31,156	+11.5%	Shares	Sole	2023-11-06
2023-06-30	$6,876,605	27,948	-10.2%	Shares	Sole	2023-08-02
2023-03-31	$7,118,525	31,107	+28.3%	Shares	Sole	2023-05-08
2022-12-31	$5,808,850	24,248	-23.5%	Shares	Sole	2023-01-24
2022-09-30	$5,198,218	31,681	-2.9%	Shares	Sole	2022-11-10
2022-06-30	$5,832,402	32,627	-1.7%	Shares	Sole	2022-08-11
2022-03-31	$7,398,069	33,202	-10.8%	Shares	Sole	2022-04-20
2021-12-31	$7,691,141	37,202	-12.6%	Shares	Sole	2022-02-02
2021-09-30	$8,172,738	42,573	+3.7%	Shares	Sole	2021-10-28
2021-06-30	$8,935,234	41,057	+30.7%	Shares	Sole	2021-08-13
2021-03-31	$7,285,819	31,422	+1.0%	Shares	Sole	2021-05-06
2020-12-31	$5,662,096	31,107	-6.0%	Shares	Sole	2021-02-09
2020-09-30	$4,937,163	33,102	-7.8%	Shares	Sole	2020-11-03
2020-06-30	$4,543,500	35,917	+8.7%	Shares	Sole	2020-07-31
2020-03-31	$3,833,613	33,037	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.