Regent Peak Wealth Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1803329 ATLANTA, GA

Position in CAT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,780,512

+$608,720 QoQ

Shares Held

1,672

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#2,004

of 4,045 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $2,638,741 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,672	$1,780,512
2	DE	Deere & Co	861	$546,158
3	PCAR	Paccar Inc	2,598	$312,071

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,780,512	1,672	+1.1%	Shares	Sole	2026-07-10
2026-03-31	$1,171,792	1,654	+3.6%	Shares	Sole	2026-04-14
2025-12-31	$914,873	1,597	+2.5%	Shares	Sole	2026-01-08
2025-09-30	$743,399	1,558	+0.6%	Shares	Sole	2025-10-16
2025-03-31	$510,860	1,549	-1.3%	Shares	Sole	2025-04-14
2024-12-31	$569,533	1,570	+1.1%	Shares	Sole	2025-01-07
2024-09-30	$607,409	1,553	-1.4%	Shares	Sole	2024-10-16
2024-06-30	$524,632	1,575	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$578,592	1,579	+0.7%	Shares	Sole	2024-05-01
2023-12-31	$463,610	1,568	+0.4%	Shares	Sole	2024-01-23
2023-09-30	$426,153	1,561	+2.8%	Shares	Sole	2023-11-03
2023-06-30	$373,503	1,518	-4.4%	Shares	Sole	2023-07-19
2023-03-31	$363,397	1,588	-3.4%	Shares	Sole	2023-04-24
2022-12-31	$393,836	1,644	+0.7%	Shares	Sole	2023-02-08
2022-09-30	$267,778	1,632	-2.2%	Shares	Sole	2022-11-14
2022-06-30	$298,171	1,668	+1.5%	Shares	Sole	2022-08-11
2022-03-31	$366,316	1,644	+3.6%	Shares	Sole	2022-05-03
2021-12-31	$328,096	1,587	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$302,736	1,577	-0.4%	Shares	Sole	2021-11-08
2021-06-30	$344,725	1,584	+8.0%	Shares	Sole	2021-08-16
2021-03-31	$339,921	1,466	+3.9%	Shares	Sole	2021-04-28
2020-12-31	$256,830	1,411	+2.9%	Shares	Sole	2021-02-12
2020-09-30	$204,484	1,371	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.