Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,023,844
+$2,757,533 QoQ
Shares Held
10,352
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#800
of 4,031 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $18,761,217 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.8% of the industry book) .
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,023,844 | 10,352 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $8,266,311 | 11,668 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,237,980 | 10,889 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,252,467 | 11,008 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,297,484 | 11,070 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,031,521 | 9,192 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,963,748 | 8,170 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,962,045 | 10,130 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,953,597 | 8,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,254,264 | 8,881 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,153,999 | 3,903 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $882,336 | 3,232 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $754 | 3,459 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $812,382 | 3,550 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $729,220 | 3,044 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $588,554 | 3,587 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $685,544 | 3,835 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,598,287 | 7,173 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $733,306 | 3,547 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $549,418 | 2,862 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $636,785 | 2,926 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $667,089 | 2,877 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $250,277 | 1,375 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||