Ullmann Wealth Partners Group, LLC
Position in CAT — Caterpillar Inc
CIK 1697725
JACKSONVILLE BEACH, FL
Position in CAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,784,713
+$970,347 QoQ
Shares Held
2,615
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#1,634
of 4,051 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Ullmann Wealth Partners Group, LLC holds $2,784,713 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
2,615 | $2,784,713 | |
| 2 | XOS |
Xos, Inc.
|
12,048 | $0 |
All Filings in CAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,784,713 | 2,615 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,814,366 | 2,561 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,511,803 | 2,639 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,259,198 | 2,639 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,024,486 | 2,639 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $871,001 | 2,641 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $958,049 | 2,641 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $779,502 | 1,993 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||