Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,400,225
+$1,233,755 QoQ
Shares Held
3,193
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,473
of 4,045 holders
Holding Since
Sep 2023
12 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, 2026Aprio Wealth Management, LLC holds $4,968,663 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (68.4% of the industry book) .
All Filings in CAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,400,225 | 3,193 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,166,470 | 3,058 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,578,256 | 2,755 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $973,386 | 2,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $698,778 | 1,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,748 | 1,958 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $686,704 | 1,893 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $409,893 | 1,048 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $292,461 | 878 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $323,924 | 884 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $239,788 | 811 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $221,130 | 810 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||