AE Wealth Management LLC

Position in CAT — Caterpillar Inc

CIK 1697723 TOPEKA, KS

Position in CAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$59,322,348

+$41,221,220 QoQ

Shares Held

55,707

+118.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#315

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $74,155,262 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	55,707	$59,322,348
2	PCAR	Paccar Inc	71,786	$8,622,905
3	DE	Deere & Co	8,059	$5,112,037
4	FSS	Federal Signal Corp /De/	4,999	$642,304
5	OSK	Oshkosh Corp	2,969	$455,668

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,322,348	55,707	+118.0%	Shares	Other	2026-08-03
2026-03-31	$18,101,128	25,550	+4.2%	Shares	Other	2026-05-13
2025-12-31	$14,043,313	24,514	+6.4%	Shares	Other	2026-01-26
2025-09-30	$10,991,132	23,035	+15.9%	Shares	Other	2025-11-03
2025-06-30	$7,716,045	19,876	+5.7%	Shares	Other	2025-08-06
2025-03-31	$6,200,562	18,801	-25.3%	Shares	Other	2025-05-06
2024-12-31	$9,131,748	25,173	+1.6%	Shares	Other	2025-02-13
2024-09-30	$9,695,075	24,788	+7.7%	Shares	Other	2024-11-14
2024-06-30	$7,669,621	23,025	+24.9%	Shares	Other	2024-08-12
2024-03-31	$6,755,498	18,436	-82.2%	Shares	Other	2024-05-15
2023-12-31	$30,660,979	103,700	+14.3%	Shares	Sole	2024-02-14
2023-09-30	$24,761,373	90,701	+21.2%	Shares	Other	2023-10-11
2023-06-30	$18,406,508	74,808	-23.2%	Shares	Sole	2023-07-10
2023-03-31	$22,287,414	97,393	-10.6%	Shares	Sole	2023-04-14
2022-12-31	$26,109,165	108,988	+15.4%	Shares	Sole	2023-01-31
2022-09-30	$15,499,653	94,464	+10.4%	Shares	Sole	2022-10-25
2022-06-30	$15,289,521	85,531	+19.8%	Shares	Sole	2022-08-03
2022-03-31	$15,908,902	71,398	-3.5%	Shares	Sole	2022-04-18
2021-12-31	$15,298,346	73,998	+57.7%	Shares	Sole	2022-01-20
2021-09-30	$9,007,040	46,919	+4.5%	Shares	Sole	2021-11-01
2021-06-30	$9,766,799	44,878	+1.2%	Shares	Sole	2021-07-21
2021-03-31	$10,282,970	44,348	+18.3%	Shares	Sole	2021-04-27
2020-12-31	$6,820,835	37,473	+0.3%	Shares	Sole	2021-02-01
2020-09-30	$5,573,735	37,370	-12.9%	Shares	Sole	2020-11-06
2020-06-30	$5,427,103	42,902	-18.0%	Shares	Sole	2020-08-05
2020-03-31	$6,068,079	52,293	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.