Meridian Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1697300 LEXINGTON, KY

Position in CAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$35,289,721

+$12,069,237 QoQ

Shares Held

33,139

+1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#426

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Industrials · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $43,425,688 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	33,139	$35,289,721
2	DE	Deere & Co	12,507	$7,933,565
3	PCAR	Paccar Inc	1,685	$202,402

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,289,721	33,139	+1.1%	Shares	Sole	2026-08-05
2026-03-31	$23,220,484	32,776	-9.7%	Shares	Sole	2026-05-06
2025-12-31	$20,782,577	36,278	-4.4%	Shares	Sole	2026-02-04
2025-09-30	$18,114,045	37,963	-8.3%	Shares	Sole	2025-11-04
2025-06-30	$16,067,235	41,388	+6.2%	Shares	Sole	2025-08-08
2025-03-31	$12,852,965	38,972	+4.2%	Shares	Sole	2025-05-12
2024-12-31	$13,566,498	37,398	-0.8%	Shares	Sole	2025-02-06
2024-09-30	$14,744,050	37,697	+1.3%	Shares	Sole	2024-11-12
2024-03-31	$13,631,562	37,201	+7.3%	Shares	Sole	2024-04-25
2023-12-31	$10,253,835	34,680	-24.2%	Shares	Sole	2024-02-08
2023-09-30	$12,490,296	45,752	+96.6%	Shares	Sole	2023-10-17
2023-06-30	$5,727,059	23,276	+6.2%	Shares	Sole	2023-08-02
2023-03-31	$5,014,113	21,911	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$5,308,649	22,160	-4.8%	Shares	Sole	2023-02-14
2022-09-30	$3,819,454	23,278	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$4,182,268	23,396	+5.2%	Shares	Sole	2022-08-05
2022-03-31	$4,957,522	22,249	+2.9%	Shares	Sole	2022-05-12
2021-12-31	$4,468,478	21,614	+3.6%	Shares	Sole	2022-01-27
2021-09-30	$4,006,413	20,870	+8.4%	Shares	Sole	2021-10-15
2021-06-30	$4,191,771	19,261	+15.2%	Shares	Sole	2021-07-22
2021-03-31	$3,877,330	16,722	-2.3%	Shares	Sole	2021-05-07
2020-12-31	$3,116,364	17,121	+7.1%	Shares	Sole	2021-01-19
2020-09-30	$2,385,206	15,992	+6.0%	Shares	Sole	2020-10-09
2020-06-30	$1,908,126	15,084	+27.9%	Shares	Sole	2020-07-15
2020-03-31	$1,367,995	11,789	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.