Prestige Wealth Management Group LLC

Position in CAT — Caterpillar Inc

CIK 1772715 FLEMINGTON, NJ

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,794,238

+$1,925,322 QoQ

Shares Held

3,563

+35.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#1,408

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $3,902,457 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,563	$3,794,238
2	DE	Deere & Co	95	$60,261
3	PCAR	Paccar Inc	365	$43,843
4	TEX	Terex Corp	35	$2,533
5	FSS	Federal Signal Corp /De/	9	$1,156
6	CNH	CNH Industrial N.V.	38	$426

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,794,238	3,563	+35.1%	Shares	Other	2026-08-14
2026-03-31	$1,868,916	2,638	-2.0%	Shares	Other	2026-05-13
2025-12-31	$1,542,738	2,693	+4.9%	Shares	Other	2026-02-11
2025-09-30	$1,224,843	2,567	+0.4%	Shares	Other	2026-02-20
2025-06-30	$992,264	2,556	+1.3%	Shares	Other	2026-02-20
2025-03-31	$831,755	2,522	+0.4%	Shares	Other	2026-02-20
2024-12-31	$911,615	2,513	+3.6%	Shares	Other	2026-02-20
2024-09-30	$948,465	2,425	-1.5%	Shares	Other	2026-02-20
2024-06-30	$820,424	2,463	-6.4%	Shares	Other	2026-02-20
2024-03-31	$964,443	2,632	-0.1%	Shares	Sole	2024-04-26
2023-12-31	$778,793	2,634	+9.6%	Shares	Sole	2024-04-26
2023-09-30	$656,019	2,403	+0.5%	Shares	Sole	2024-04-26
2023-06-30	$588,058	2,390	-5.3%	Shares	Sole	2024-04-26
2023-03-31	$577,362	2,523	+7.1%	Shares	Other	2024-04-26
2022-12-31	$564,402	2,356	+3.6%	Shares	Sole	2023-02-08
2022-09-30	$373,281	2,275	+7.9%	Shares	Other	2022-11-01
2022-06-30	$377,004	2,109	+19.5%	Shares	Sole	2022-08-10
2022-03-31	$393,277	1,765	+3.7%	Shares	Other	2022-05-05
2021-12-31	$351,870	1,702	+3.8%	Shares	Other	2022-02-15
2021-09-30	$314,638	1,639	+10.7%	Shares	Other	2021-11-12
2021-06-30	$322,091	1,480	-3.5%	Shares	Other	2021-08-12
2021-03-31	$355,456	1,533	+5.4%	Shares	Other	2021-05-13
2020-12-31	$264,838	1,455	+17.1%	Shares	Other	2021-02-17
2020-09-30	$185,244	1,242	+21.9%	Shares	Sole	2020-10-26
2020-06-30	$128,903	1,019	+189.5%	Shares	Sole	2020-08-13
2020-03-31	$40,846	352	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.