Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,263,623
+$3,045,108 QoQ
Shares Held
7,760
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#953
of 4,031 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $9,371,797 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
7,760 | $8,263,623 | |
| 2 | DE |
Deere & Co
|
1,747 | $1,108,174 |
All Filings in CAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,263,623 | 7,760 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,218,515 | 7,366 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,540,678 | 4,435 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,952,497 | 4,092 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,617,282 | 4,166 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,484,100 | 4,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,587,437 | 4,376 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $2,743,315 | 7,014 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,432,663 | 4,301 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,467,552 | 4,005 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,959,109 | 6,626 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,859,130 | 6,810 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,673,632 | 6,802 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,444,438 | 6,312 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,455,806 | 6,077 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,544,156 | 9,411 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,558,072 | 8,716 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,992,456 | 8,942 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $761,009 | 3,681 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,528,850 | 7,025 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $825,689 | 3,561 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $577,549 | 3,173 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $554,390 | 3,717 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $473,110 | 3,740 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $386,413 | 3,330 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||