Position in CAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$528,190
+$169,710 QoQ
Shares Held
496
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,053
of 4,045 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $1,209,510 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
5,672 | $681,320 | |
| 2 | CAT |
Caterpillar Inc
This page
|
496 | $528,190 |
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,190 | 496 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $358,480 | 506 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $282,424 | 493 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $235,234 | 493 | Shares | Sole | 2025-10-30 | |
| 2024-12-31 | $276,060 | 761 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $297,251 | 760 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $219,846 | 660 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $241,843 | 660 | Shares | Sole | 2024-05-07 | |
| 2021-09-30 | $210,015 | 1,094 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $238,087 | 1,094 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $220,276 | 950 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||