Position in CAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,488,386
+$26,256,514 QoQ
Shares Held
40,838
+67.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#367
of 4,031 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, 2026Integrated Wealth Concepts LLC holds $64,669,410 across 19 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
40,838 | $43,488,386 | |
| 2 | OSK |
Oshkosh Corp
|
63,482 | $9,743,217 | |
| 3 | DE |
Deere & Co
|
12,637 | $8,016,028 | |
| 4 | AGCO |
Agco Corp /De
|
10,186 | $1,219,264 | |
| 5 | PCAR |
Paccar Inc
|
8,412 | $1,010,449 | |
| 6 | CNH |
CNH Industrial N.V.
|
35,654 | $400,394 | |
| 7 | TEX |
Terex Corp
|
3,344 | $242,072 | |
| 8 | BLBD |
Blue Bird Corp
|
1,694 | $133,758 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,488,386 | 40,838 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,231,872 | 24,323 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,445,018 | 12,996 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,022,535 | 21,005 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,291,360 | 18,782 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,617,107 | 20,064 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,610,938 | 18,224 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,038,892 | 15,440 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,138,400 | 15,426 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $6,038,033 | 16,478 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,352,853 | 14,722 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,473,651 | 16,387 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,885,621 | 15,792 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,694,591 | 11,775 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,636,913 | 6,833 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,108,688 | 6,757 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,308,165 | 7,318 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,735,990 | 7,791 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,622,288 | 7,847 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,345,133 | 7,007 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,399,578 | 6,431 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,267,633 | 5,467 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,026,956 | 5,642 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $824,202 | 5,526 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $552,425 | 4,367 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $617,796 | 5,324 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||