Position in CAT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$671,951
+$221,371 QoQ
Shares Held
631
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,831
of 4,031 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 37%
None 63%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Omnia Family Wealth, LLC holds $1,167,566 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
631 | $671,951 | |
| 2 | PCAR |
Paccar Inc
|
4,126 | $495,615 |
All Filings in CAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,951 | 631 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $450,580 | 636 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $496,105 | 866 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $409,394 | 858 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $329,978 | 850 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $252,626 | 766 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $247,402 | 682 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $258,921 | 662 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $209,597 | 572 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||