Position in CAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,087,086
+$941,524 QoQ
Shares Held
3,838
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,365
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $6,867,996 across 9 Farm & Heavy Construction Machinery names. CAT ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,838 | $4,087,086 | |
| 2 | DE |
Deere & Co
|
3,756 | $2,382,543 | |
| 3 | PCAR |
Paccar Inc
|
2,703 | $324,684 | |
| 4 | TEX |
Terex Corp
|
318 | $23,020 | |
| 5 | GENC |
Gencor Industries Inc
|
1,380 | $20,589 | |
| 6 | CNH |
CNH Industrial N.V.
|
1,368 | $15,362 | |
| 7 | AGCO |
Agco Corp /De
|
79 | $9,456 | |
| 8 | WNC |
WABASH NATIONAL Corp
|
316 | $4,266 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,087,086 | 3,838 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,145,562 | 4,440 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,583,070 | 4,509 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,177,235 | 4,563 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,733,357 | 4,465 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,555,007 | 4,715 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,823,957 | 5,028 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,936,044 | 4,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,629,192 | 4,891 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,742,008 | 4,754 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,502,594 | 5,082 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,402,401 | 5,137 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,267,157 | 5,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,178,068 | 5,148 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,239,004 | 5,172 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $865,686 | 5,276 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $944,389 | 5,283 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,177,158 | 5,283 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,072,360 | 5,187 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,002,851 | 5,224 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,164,538 | 5,351 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,208,970 | 5,214 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $939,951 | 5,164 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $781,098 | 5,237 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $816,304 | 6,453 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $744,860 | 6,419 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||