Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,180,915
+$997,787 QoQ
Shares Held
2,048
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,809
of 4,031 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $17,736,802 across 10 Farm & Heavy Construction Machinery names. CAT ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
124,160 | $14,914,099 | |
| 2 | CAT |
Caterpillar Inc
This page
|
2,048 | $2,180,915 | |
| 3 | DE |
Deere & Co
|
982 | $622,912 | |
| 4 | TWI |
Titan International Inc
|
516 | $3,978 | |
| 5 | CNH |
CNH Industrial N.V.
|
348 | $3,908 | |
| 6 | MTW |
Manitowoc Co Inc
|
271 | $3,764 | |
| 7 | TEX |
Terex Corp
|
51 | $3,691 | |
| 8 | OSK |
Oshkosh Corp
|
16 | $2,455 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,180,915 | 2,048 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,183,128 | 1,670 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $954,401 | 1,666 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $819,743 | 1,718 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $760,503 | 1,959 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,646,650 | 29,250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,154,015 | 27,991 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,539,886 | 37,175 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $13,275,034 | 39,853 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,708,500 | 40,140 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,353,935 | 45,165 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,692,043 | 46,491 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,697,709 | 47,542 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,782,711 | 47,119 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,843,922 | 45,266 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,183,161 | 49,873 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,460,012 | 41,732 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,792,906 | 34,974 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,304,949 | 30,497 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,510,498 | 28,705 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,226,384 | 24,015 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,868,342 | 20,996 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $3,870,473 | 21,264 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,041,019 | 20,389 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,638,031 | 20,854 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,388,915 | 20,587 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||