Composition Wealth, LLC

Position in CAT — Caterpillar Inc

CIK 1585859 LOS ANGELES, CA

Position in CAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$27,698,049

+$10,004,969 QoQ

Shares Held

26,010

+4.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#477

of 4,045 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Composition Wealth, LLC holds $39,470,214 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	26,010	$27,698,049
2	DE	Deere & Co	14,388	$9,126,740
3	TEX	Terex Corp	29,837	$2,159,900
4	PCAR	Paccar Inc	4,042	$485,525

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,698,049	26,010	+4.1%	Shares	Sole	2026-07-22
2026-03-31	$17,693,080	24,974	+3.8%	Shares	Sole	2026-04-08
2025-12-31	$13,781,533	24,057	+1.2%	Shares	Sole	2026-02-02
2025-09-30	$11,338,038	23,762	+2.9%	Shares	Sole	2025-10-20
2025-06-30	$8,965,709	23,095	+2.4%	Shares	Sole	2025-07-22
2025-03-31	$7,440,947	22,562	-1.4%	Shares	Sole	2025-04-14
2024-12-31	$8,302,488	22,887	+409.6%	Shares	Sole	2025-01-13
2024-09-30	$1,756,519	4,491	+1.3%	Shares	Sole	2024-10-07
2024-06-30	$1,476,299	4,432	-5.0%	Shares	Sole	2024-07-18
2024-03-31	$1,710,128	4,667	+7.7%	Shares	Sole	2024-04-18
2023-12-31	$1,281,138	4,333	-83.5%	Shares	Sole	2024-01-22
2023-09-30	$7,165,704	26,248	-1.1%	Shares	Sole	2023-10-25
2023-06-30	$6,532,873	26,551	-5.2%	Shares	Sole	2023-07-13
2023-03-31	$6,412,325	28,021	+0.4%	Shares	Sole	2023-04-20
2022-12-31	$6,689,233	27,923	+2.8%	Shares	Sole	2023-01-20
2022-09-30	$4,455,592	27,155	+1.9%	Shares	Sole	2022-10-24
2022-06-30	$4,761,808	26,638	+3.0%	Shares	Sole	2022-07-15
2022-03-31	$5,764,130	25,869	+26.0%	Shares	Sole	2022-04-25
2021-12-31	$4,245,612	20,536	+59.3%	Shares	Sole	2022-01-18
2021-09-30	$2,474,493	12,890	-1.1%	Shares	Sole	2021-11-01
2021-06-30	$2,836,589	13,034	+9.8%	Shares	Sole	2021-07-28
2021-03-31	$2,751,833	11,868	+7.1%	Shares	Sole	2021-04-29
2020-12-31	$2,017,145	11,082	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.