KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1723223 OLYMPIA, WA

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Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$18,357,811

+$5,877,580 QoQ

Shares Held

17,239

-2.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.61%

of 13F equity value

Holder Rank

#604

of 4,045 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, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $23,106,593 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (79.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	17,239	$18,357,811
2	PCAR	Paccar Inc	26,733	$3,211,167
3	DE	Deere & Co	2,424	$1,537,615

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,357,811	17,239	-2.1%	Shares	Sole	2026-08-07
2026-03-31	$12,480,231	17,616	-0.9%	Shares	Sole	2026-04-28
2025-12-31	$10,179,327	17,769	-0.9%	Shares	Sole	2026-01-26
2025-09-30	$8,556,253	17,932	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$7,081,338	18,241	-0.5%	Shares	Sole	2025-07-16
2025-03-31	$6,043,914	18,326	-0.5%	Shares	Sole	2025-04-21
2024-12-31	$6,678,411	18,410	-1.0%	Shares	Sole	2025-01-16
2024-09-30	$7,276,005	18,603	-0.6%	Shares	Sole	2024-10-15
2024-06-30	$6,236,964	18,724	+0.4%	Shares	Sole	2024-07-23
2024-03-31	$6,836,850	18,658	-1.6%	Shares	Sole	2024-04-19
2023-12-31	$5,606,494	18,962	+0.2%	Shares	Sole	2024-01-30
2023-09-30	$5,166,798	18,926	0.0%	Shares	Sole	2023-10-17
2023-06-30	$4,656,742	18,926	-1.6%	Shares	Sole	2023-07-26
2023-03-31	$4,399,449	19,225	-1.3%	Shares	Sole	2023-05-02
2022-12-31	$4,667,826	19,485	-2.0%	Shares	Sole	2023-02-06
2022-09-30	$3,261,582	19,878	-0.9%	Shares	Sole	2022-10-11
2022-06-30	$3,585,925	20,060	+28.4%	Shares	Sole	2022-07-29
2022-03-31	$3,480,448	15,620	-21.6%	Shares	Sole	2022-04-27
2021-12-31	$4,117,640	19,917	+6.2%	Shares	Sole	2022-01-20
2021-09-30	$3,599,245	18,749	+11.7%	Shares	Sole	2021-10-13
2021-06-30	$3,653,790	16,789	+0.0%	Shares	Sole	2021-07-22
2021-03-31	$3,892,169	16,786	+1.7%	Shares	Sole	2021-04-29
2020-12-31	$3,003,512	16,501	-2.1%	Shares	Sole	2021-01-19
2020-09-30	$2,513,774	16,854	-6.3%	Shares	Sole	2020-10-23
2020-06-30	$2,275,861	17,991	-1.7%	Shares	Sole	2020-07-14
2020-03-31	$2,124,692	18,310	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.