Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,139,325
+$1,052,911 QoQ
Shares Held
2,948
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,538
of 4,045 holders
Holding Since
Mar 2020
16 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, 2026Golden State Wealth Management, LLC holds $3,615,584 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.8% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,139,325 | 2,948 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,086,414 | 2,945 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,761,575 | 3,075 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,494,910 | 3,133 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,283,810 | 3,307 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,173,428 | 3,558 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,206,539 | 3,326 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $925,594 | 4,154 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $773,000 | 3,739 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $616,031 | 3,209 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $704,250 | 3,236 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $462,812 | 1,996 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $420,102 | 2,308 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $312,469 | 2,095 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $265,903 | 2,102 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $227,902 | 1,964 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||