Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,213,986
+$375,878 QoQ
Shares Held
1,140
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,314
of 4,045 holders
Holding Since
Mar 2020
11 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, 2026Strategic Wealth Partners, Ltd. holds $2,162,876 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.1% of the industry book) .
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,986 | 1,140 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $838,108 | 1,183 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $620,991 | 1,084 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $557,788 | 1,169 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $435,183 | 1,121 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $443,655 | 1,223 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $489,682 | 1,252 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $402,384 | 1,208 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $404,538 | 1,104 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $225,225 | 825 | Shares | Sole | 2024-05-20 | |
| 2020-03-31 | $186,360 | 1,606 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||