Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,388,511
+$1,244,712 QoQ
Shares Held
3,182
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,476
of 4,032 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, 2026Sound Income Strategies, LLC holds $3,859,183 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
3,182 | $3,388,511 | |
| 2 | DE |
Deere & Co
|
742 | $470,672 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,388,511 | 3,182 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,143,799 | 3,026 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,713,454 | 2,991 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,022,055 | 2,142 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $864,155 | 2,226 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $530,318 | 1,608 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $676,184 | 1,864 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $666,077 | 1,703 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $571,266 | 1,715 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $696,217 | 1,900 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $418,373 | 1,415 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $338,520 | 1,240 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $305,102 | 1,240 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $283,761 | 1,240 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $307,115 | 1,282 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $112,558 | 686 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $122,986 | 688 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $153,300 | 688 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $141,203 | 683 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $129,003 | 672 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $147,117 | 676 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $167,873 | 724 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $43,138 | 237 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $35,348 | 237 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $29,980 | 237 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $27,385 | 236 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||