Position in CAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$429,154
New position
Shares Held
403
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,203
of 4,031 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Insight Wealth Partners, LLC holds $1,634,607 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (26.3% of the industry book) .
All Filings in CAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,154 | 403 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||