Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,338,519
+$269,108 QoQ
Shares Held
2,196
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.83%
of 13F equity value
Holder Rank
#1,760
of 4,031 holders
Holding Since
Dec 2024
7 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, 2026Vermillion Wealth Management, Inc. holds $3,039,710 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.9% of the industry book) .
All Filings in CAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,338,519 | 2,196 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,069,411 | 2,921 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,676,790 | 2,927 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,211,483 | 2,539 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $988,382 | 2,546 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $995,996 | 3,020 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,092,633 | 3,012 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||