Position in CAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,565,401
+$40,087 QoQ
Shares Held
1,470
-31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#2,105
of 4,045 holders
Holding Since
Mar 2020
26 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, 2026Aberdeen Wealth Management LLC holds $1,993,769 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (78.5% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,401 | 1,470 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,525,314 | 2,153 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,233,389 | 2,153 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,041,618 | 2,183 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $847,462 | 2,183 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $719,953 | 2,183 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $791,542 | 2,182 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $872,979 | 2,232 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $753,472 | 2,262 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $828,864 | 2,262 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $668,805 | 2,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $617,526 | 2,262 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $573,788 | 2,332 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $518,551 | 2,266 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $542,842 | 2,266 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $371,805 | 2,266 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $405,070 | 2,266 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $504,910 | 2,266 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $468,472 | 2,266 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $422,334 | 2,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $478,786 | 2,200 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $503,157 | 2,170 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $394,983 | 2,170 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $323,655 | 2,170 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $303,347 | 2,398 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $251,690 | 2,169 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||