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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1631073 WASHINGTON, DC
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$28,752
-$28,633 QoQ
Shares Held
27
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,981
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $80,352 across 7 Farm & Heavy Construction Machinery names. CAT ranks #2 (35.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DE
Deere & Co
 62 $39,328
2 CAT
Caterpillar Inc
This page 		27 $28,752
3 PCAR
Paccar Inc
 98 $11,771
4 OSK
Oshkosh Corp
 1 $153
5 FSS
Federal Signal Corp /De/
 1 $128
6 AGCO
Agco Corp /De
 1 $119
7 CNH
CNH Industrial N.V.
 9 $101

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,752 27
2026-03-31 $57,385 81
2025-12-31 $33,799 59
2025-09-30 $24,811 52
2025-06-30 $17,081 44
2025-03-31 $14,511 44
2024-12-31 $15,961 44
2024-09-30 $20,338 52
2024-06-30 $17,321 52
2024-03-31 $19,054 52
2023-12-31 $17,444 59
2023-09-30 $16,107 59
2023-06-30 $14,516 59
2023-03-31 $13,501 59
2022-12-31 $14,134 59
2022-09-30 $9,680 59
2022-06-30 $10,546 59
2022-03-31 $13,146 59
2021-12-31 $12,197 59
2021-09-30 $11,326 59
2021-06-30 $12,840 59
2021-03-31 $13,680 59
2020-12-31 $9,101 50
2020-09-30 $7,457 50
2020-06-30 $6,325 50
2020-03-31 $5,802 50

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