Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$385,493
+$129,739 QoQ
Shares Held
362
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#3,304
of 4,031 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$217,008
PutShares
658
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Quaker Wealth Management, LLC holds $393,034 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (98.1% of the industry book) .
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,493 | 362 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $255,754 | 361 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $212,534 | 371 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $168,911 | 354 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $137,426 | 354 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $217,008 | 658 | Put | Sole | 2025-05-29 | |
| 2024-09-30 | $216,289 | 553 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||