Position in CAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,653,789
+$976,502 QoQ
Shares Held
1,553
+62.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,072
of 4,051 holders
Holding Since
Mar 2024
9 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, 2026BIP Wealth, LLC holds $2,355,992 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.2% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,789 | 1,553 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $677,287 | 956 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $499,542 | 872 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $417,506 | 875 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $252,724 | 651 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $226,902 | 688 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $249,578 | 688 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $286,299 | 732 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $234,881 | 641 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||