Brookstone Capital Management

Position in CAT — Caterpillar Inc

CIK 1599584 WHEATON, IL

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$40,781,410

-$2,165,435 QoQ

Shares Held

38,296

-36.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#395

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

Brookstone Capital Management holds $45,063,132 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	38,296	$40,781,410
2	DE	Deere & Co	6,002	$3,807,248
3	PCAR	Paccar Inc	3,950	$474,474

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,781,410	38,296	-36.8%	Shares	Sole	2026-07-15
2026-03-31	$42,946,845	60,620	-0.7%	Shares	Sole	2026-04-16
2025-12-31	$34,962,828	61,031	-0.6%	Shares	Sole	2026-01-15
2025-09-30	$29,307,507	61,422	-0.0%	Shares	Sole	2025-10-15
2025-06-30	$23,846,963	61,428	+10.3%	Shares	Sole	2025-07-30
2025-03-31	$18,373,487	55,711	+78.1%	Shares	Sole	2025-04-29
2024-12-31	$11,345,681	31,276	-7.8%	Shares	Sole	2025-01-13
2024-09-30	$13,268,746	33,925	+1.4%	Shares	Sole	2024-10-08
2024-06-30	$11,147,191	33,465	+5.0%	Shares	Sole	2024-07-18
2024-03-31	$11,674,093	31,859	+3.2%	Shares	Sole	2024-04-15
2023-12-31	$9,125,263	30,863	+2.1%	Shares	Sole	2024-01-11
2023-09-30	$8,256,339	30,243	-6.5%	Shares	Sole	2023-10-20
2023-06-30	$7,961,931	32,359	+0.3%	Shares	Sole	2023-07-11
2023-03-31	$7,383,293	32,264	+2.5%	Shares	Sole	2023-04-19
2022-12-31	$7,542,786	31,486	-0.3%	Shares	Sole	2023-01-09
2022-09-30	$5,183,451	31,591	-17.2%	Shares	Sole	2022-10-14
2022-06-30	$6,818,621	38,144	+15.4%	Shares	Sole	2022-07-11
2022-03-31	$7,363,755	33,048	-0.2%	Shares	Sole	2022-04-12
2021-12-31	$6,845,988	33,114	+9.5%	Shares	Sole	2022-01-11
2021-09-30	$5,802,869	30,228	+5.1%	Shares	Sole	2021-11-03
2021-06-30	$6,257,950	28,755	+17.3%	Shares	Sole	2021-07-14
2021-03-31	$5,682,438	24,507	+37.8%	Shares	Sole	2021-04-16
2020-12-31	$3,237,771	17,788	-0.4%	Shares	Sole	2021-01-13
2020-09-30	$2,664,266	17,863	+546.7%	Shares	Sole	2020-10-13
2020-06-30	$349,393	2,762	-84.6%	Shares	Sole	2020-07-21
2020-03-31	$2,078,624	17,913	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.