Position in CAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$281,133
-$1,843,108 QoQ
Shares Held
264
-95.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,591
of 4,051 holders
Holding Since
Mar 2024
6 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, 2026Insight Wealth Strategies, LLC holds $5,283,249 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLBD |
Blue Bird Corp
|
63,350 | $5,002,116 | |
| 2 | CAT |
Caterpillar Inc
This page
|
264 | $281,133 |
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,133 | 264 | Shares | Sole | 2026-07-10 | |
| 2025-03-31 | $2,124,241 | 6,441 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $2,326,017 | 6,412 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,444,108 | 6,249 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,039,904 | 6,124 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,133,721 | 5,823 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||