Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,178,254
+$3,917,956 QoQ
Shares Held
10,497
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#794
of 4,031 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $16,641,591 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.2% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,178,254 | 10,497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,260,298 | 10,248 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,441,692 | 9,499 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,702,790 | 9,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,642,991 | 11,960 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,837,552 | 11,636 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,604,746 | 9,937 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,292,635 | 13,532 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,632,788 | 10,906 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,813,803 | 10,408 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,158,642 | 10,683 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,905,812 | 10,644 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,517,829 | 10,233 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,957,497 | 8,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,973,255 | 8,237 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,341,354 | 8,175 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $857,332 | 4,796 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,081,122 | 4,852 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $980,154 | 4,741 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $858,489 | 4,472 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,579,993 | 7,260 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,252,561 | 5,402 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $990,552 | 5,442 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $679,825 | 4,558 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $552,299 | 4,366 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $591,107 | 5,094 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||