Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$464,295
-$412,856 QoQ
Shares Held
436
-82.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,166
of 4,051 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,104,411
PutShares
3,014
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $16,891,178 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEX |
Terex Corp
|
226,922 | $16,426,883 | |
| 2 | CAT |
Caterpillar Inc
This page
|
436 | $464,295 |
All Filings in CAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,295 | 436 | Shares | Other | 2026-08-14 | |
| 2024-12-31 | $877,151 | 2,418 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $1,093,962 | 2,797 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $926,350 | 2,781 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,104,411 | 3,014 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $981,622 | 3,320 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $938,574 | 3,438 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $922,440 | 3,749 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $860,894 | 3,762 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,002,797 | 4,186 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $610,540 | 3,721 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $654,081 | 3,659 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $323,757 | 1,453 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $300,392 | 1,453 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $269,333 | 1,403 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $300,547 | 1,381 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $300,271 | 1,295 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $258,104 | 1,418 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||