Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$33,464,482
+$26,325,331 QoQ
Shares Held
31,425
+211.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#439
of 4,031 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Jun 30, 2026CallValue
$1,064,900
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $48,276,065 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.3% of the industry book) .
All Filings in CAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,464,482 | 31,425 | Shares | Sole | 2026-07-20 | |
| 2026-06-30 | $1,064,900 | 1,000 | Call | Sole | 2026-07-20 | |
| 2026-03-31 | $7,139,151 | 10,077 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,471,481 | 9,551 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,913,213 | 10,297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,068,052 | 10,479 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,499,837 | 10,612 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,908,972 | 8,019 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,172,765 | 8,112 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,224,774 | 6,679 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,274,430 | 6,207 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,306,270 | 4,418 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,203,657 | 4,409 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,010,035 | 4,105 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $868,447 | 3,795 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $861,457 | 3,596 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $573,951 | 3,498 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $579,003 | 3,239 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $767,392 | 3,444 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $647,509 | 3,132 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $564,391 | 2,940 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $699,027 | 3,212 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $630,222 | 2,718 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $408,816 | 2,246 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $246,246 | 1,651 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||