Proficio Capital Partners LLC

Position in CAT — Caterpillar Inc

CIK 1654175 NEWTON, MA

Position in CAT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,896,528

+$2,391,397 QoQ

Shares Held

2,720

+281.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,598

of 4,045 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Proficio Capital Partners LLC holds $4,405,125 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,720	$2,896,528
2	DE	Deere & Co	1,637	$1,038,398
3	PCAR	Paccar Inc	2,040	$245,044
4	OSK	Oshkosh Corp	1,467	$225,155

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,896,528	2,720	+281.5%	Shares	Sole	2026-08-17
2026-03-31	$505,131	713	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$405,591	708	-8.5%	Shares	Sole	2026-02-12
2025-09-30	$369,314	774	-65.6%	Shares	Sole	2025-11-17
2025-06-30	$873,472	2,250	+1.2%	Shares	Sole	2025-08-07
2025-03-31	$733,475	2,224	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$804,601	2,218	+38.3%	Shares	Sole	2025-02-06
2024-09-30	$627,356	1,604	-23.2%	Shares	Sole	2024-11-01
2024-06-30	$695,512	2,088	+1.2%	Shares	Sole	2024-07-25
2024-03-31	$756,311	2,064	+9.5%	Shares	Sole	2024-05-02
2023-12-31	$557,337	1,885	-1.8%	Shares	Sole	2024-02-13
2023-09-30	$523,887	1,919	+7.0%	Shares	Sole	2023-10-18
2023-06-30	$441,167	1,793	-4.5%	Shares	Sole	2023-08-14
2023-03-31	$429,532	1,877	-1.5%	Shares	Sole	2023-04-21
2022-12-31	$456,361	1,905	+6.6%	Shares	Sole	2023-01-30
2022-09-30	$293,210	1,787	-17.0%	Shares	Sole	2022-10-11
2022-06-30	$384,870	2,153	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$485,301	2,178	-11.3%	Shares	Sole	2022-05-13
2021-12-31	$507,546	2,455	+3.4%	Shares	Sole	2022-02-11
2021-09-30	$455,928	2,375	-2.5%	Shares	Sole	2021-11-15
2021-06-30	$530,146	2,436	+1.5%	Shares	Sole	2021-08-16
2021-03-31	$556,488	2,400	+52.1%	Shares	Sole	2021-05-14
2020-12-31	$287,227	1,578	+3.1%	Shares	Sole	2021-02-11
2020-09-30	$228,199	1,530	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.