Well Done, LLC

Position in CAT — Caterpillar Inc

CIK 1667132 HOLLAND, MI

Position in CAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,187,304

+$578,392 QoQ

Shares Held

2,054

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#1,813

of 4,051 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Well Done, LLC holds $3,463,026 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,054	$2,187,304
2	DE	Deere & Co	1,752	$1,111,346
3	WNC	WABASH NATIONAL Corp	12,176	$164,376

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,187,304	2,054	-9.6%	Shares	Sole	2026-07-24
2026-03-31	$1,608,912	2,271	-13.9%	Shares	Sole	2026-04-14
2025-12-31	$1,511,231	2,638	-5.2%	Shares	Sole	2026-01-13
2025-09-30	$1,327,908	2,783	-2.6%	Shares	Sole	2025-10-28
2025-06-30	$1,108,727	2,856	-2.5%	Shares	Sole	2025-07-15
2025-03-31	$965,654	2,928	+0.4%	Shares	Sole	2025-04-21
2024-12-31	$1,057,445	2,915	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,140,114	2,915	+0.9%	Shares	Sole	2024-10-17
2024-06-30	$962,659	2,890	-1.2%	Shares	Sole	2024-07-18
2024-03-31	$1,072,174	2,926	+9.0%	Shares	Sole	2024-04-18
2023-12-31	$793,873	2,685	+0.3%	Shares	Sole	2024-01-18
2023-09-30	$730,821	2,677	+0.2%	Shares	Sole	2023-10-16
2023-06-30	$657,199	2,671	-5.6%	Shares	Sole	2023-07-20
2023-03-31	$647,388	2,829	-0.7%	Shares	Sole	2023-04-20
2022-12-31	$682,746	2,850	+0.7%	Shares	Sole	2023-01-18
2022-09-30	$464,510	2,831	+0.7%	Shares	Sole	2022-10-14
2022-06-30	$502,315	2,810	0.0%	Shares	Sole	2022-07-18
2022-03-31	$626,124	2,810	-5.9%	Shares	Sole	2022-04-20
2021-12-31	$617,118	2,985	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.