Pinnacle Wealth Management Advisory Group, LLC

Position in CAT — Caterpillar Inc

CIK 1631864 RED BANK, NJ

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$8,782,230

+$3,302,292 QoQ

Shares Held

8,247

+6.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#926

of 4,045 holders

Holding Since

Jun 2020

25 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

Pinnacle Wealth Management Advisory Group, LLC holds $11,058,081 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	8,247	$8,782,230
2	DE	Deere & Co	2,546	$1,615,004
3	PCAR	Paccar Inc	3,141	$377,296
4	TEX	Terex Corp	3,917	$283,551

All Filings in CAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,782,230	8,247	+6.6%	Shares	Sole	2026-08-05
2026-03-31	$5,479,938	7,735	-4.7%	Shares	Sole	2026-04-21
2025-12-31	$4,649,412	8,116	+3.3%	Shares	Sole	2026-02-02
2025-09-30	$3,747,058	7,853	+9.7%	Shares	Sole	2025-10-20
2025-06-30	$2,779,971	7,161	+16.8%	Shares	Sole	2025-08-07
2025-03-31	$2,021,674	6,130	+8.5%	Shares	Sole	2025-05-07
2024-12-31	$2,049,594	5,650	+14.2%	Shares	Sole	2025-01-31
2024-09-30	$1,934,479	4,946	+8.5%	Shares	Sole	2024-10-16
2024-06-30	$1,517,936	4,557	+26.5%	Shares	Sole	2024-07-25
2024-03-31	$1,320,247	3,603	+1.4%	Shares	Sole	2024-05-01
2023-12-31	$1,050,515	3,553	-4.9%	Shares	Sole	2024-02-07
2023-09-30	$1,020,201	3,737	+7.7%	Shares	Sole	2023-10-25
2023-06-30	$853,547	3,469	-4.9%	Shares	Sole	2023-08-02
2023-03-31	$834,808	3,648	-10.0%	Shares	Sole	2023-05-04
2022-12-31	$970,936	4,053	+18.5%	Shares	Sole	2023-02-07
2022-09-30	$561,317	3,421	-7.6%	Shares	Sole	2022-11-10
2022-06-30	$661,590	3,701	+10.4%	Shares	Sole	2022-08-01
2022-03-31	$747,115	3,353	+6.5%	Shares	Sole	2022-05-05
2021-12-31	$650,817	3,148	+83.7%	Shares	Sole	2022-01-20
2021-09-30	$329,036	1,714	0.0%	Shares	Sole	2021-10-29
2021-06-30	$373,017	1,714	+0.9%	Shares	Sole	2021-08-10
2021-03-31	$393,715	1,698	0.0%	Shares	Sole	2021-05-13
2020-12-31	$309,069	1,698	-5.6%	Shares	Sole	2021-02-03
2020-09-30	$268,171	1,798	+11.8%	Shares	Sole	2020-10-29
2020-06-30	$203,412	1,608	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.