Position in CAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$283,263
+$108,274 QoQ
Shares Held
266
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,577
of 4,051 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Darwin Wealth Management, LLC holds $368,293 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.9% of the industry book) .
All Filings in CAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,263 | 266 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $174,989 | 247 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $141,498 | 247 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $117,856 | 247 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $95,499 | 246 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,312 | 289 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $104,837 | 289 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $176,004 | 450 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $54,886 | 473 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||