RWA WEALTH PARTNERS, LLC

Position in CAT — Caterpillar Inc

CIK 1544576 BOSTON, MA

Position in CAT

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

Position Value

$100,794,914

+$30,468,925 QoQ

Shares Held

94,652

-4.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#231

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Industrials · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $118,749,937 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	94,652	$100,794,914
2	DE	Deere & Co	27,335	$17,339,409
3	PCAR	Paccar Inc	5,125	$615,614

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,794,914	94,652	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$70,325,989	99,266	-9.6%	Shares	Sole	2026-05-13
2025-12-31	$62,920,030	109,833	+1.9%	Shares	Sole	2026-02-12
2025-09-30	$51,422,454	107,770	+20.8%	Shares	Sole	2025-11-10
2025-06-30	$34,620,179	89,179	-6.7%	Shares	Sole	2025-08-06
2025-03-31	$31,528,549	95,599	+44.5%	Shares	Sole	2025-05-13
2024-12-31	$23,996,936	66,151	+125.3%	Shares	Sole	2025-02-12
2024-09-30	$11,484,064	29,362	-2.9%	Shares	Sole	2024-11-08
2024-06-30	$10,071,611	30,236	+0.6%	Shares	Sole	2024-08-12
2024-03-31	$11,017,083	30,066	-2.3%	Shares	Sole	2024-04-29
2023-12-31	$9,100,722	30,780	+43.0%	Shares	Sole	2024-02-01
2023-09-30	$5,875,779	21,523	+1.4%	Shares	Sole	2023-10-11
2023-06-30	$5,220,196	21,216	+362.8%	Shares	Sole	2023-08-04
2023-03-31	$1,049,002	4,584	-0.2%	Shares	Sole	2023-04-26
2022-12-31	$1,100,538	4,594	-20.6%	Shares	Sole	2023-01-19
2022-09-30	$949,530	5,787	+32.0%	Shares	Sole	2022-10-14
2022-06-30	$783,683	4,384	+0.0%	Shares	Sole	2022-07-14
2022-03-31	$976,397	4,382	+3.6%	Shares	Sole	2022-05-04
2021-12-31	$874,510	4,230	+0.5%	Shares	Sole	2022-01-31
2021-09-30	$807,617	4,207	+1.1%	Shares	Sole	2021-11-05
2021-06-30	$905,340	4,160	+19.9%	Shares	Sole	2021-07-09
2021-03-31	$804,588	3,470	+5.5%	Shares	Sole	2021-05-05
2020-12-31	$598,663	3,289	+2.1%	Shares	Sole	2021-01-26
2020-09-30	$480,263	3,220	-4.6%	Shares	Sole	2020-11-13
2020-06-30	$427,190	3,377	+23.7%	Shares	Sole	2020-08-03
2020-03-31	$316,905	2,731	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.