Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,237,354
+$448,493 QoQ
Shares Held
2,101
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,789
of 4,030 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,627,830 across 11 Farm & Heavy Construction Machinery names. CAT ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
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|
2,101 | $2,237,354 | |
| 2 | DE |
Deere & Co
|
1,362 | $863,957 | |
| 3 | PCAR |
Paccar Inc
|
2,051 | $246,366 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,264 | $162,411 | |
| 5 | ALG |
Alamo Group Inc
|
183 | $30,101 | |
| 6 | ASTE |
Astec Industries Inc
|
463 | $28,330 | |
| 7 | LNN |
Lindsay Corp
|
174 | $21,541 | |
| 8 | AGCO |
Agco Corp /De
|
127 | $15,201 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,237,354 | 2,101 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,788,861 | 2,525 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,525,552 | 2,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,295,462 | 2,715 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,066,024 | 2,746 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $950,153 | 2,881 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,024,797 | 2,825 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,345,452 | 3,440 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,231,803 | 3,698 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,426,511 | 3,893 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,141,581 | 3,861 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,075,074 | 3,938 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,479,990 | 6,015 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,413,086 | 6,175 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $981,236 | 4,096 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $635,973 | 3,876 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $574,355 | 3,213 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $892,616 | 4,006 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $797,188 | 3,856 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $659,608 | 3,436 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $728,407 | 3,347 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $776,068 | 3,347 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $578,640 | 3,179 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $465,049 | 3,118 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $389,366 | 3,078 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $295,669 | 2,548 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||