RMR Wealth Builders

Position in CAT — Caterpillar Inc

CIK 1803848 Montclair, NJ

Position in CAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,385,199

+$4,078,799 QoQ

Shares Held

5,057

+174.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,188

of 4,045 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

RMR Wealth Builders holds $6,656,751 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	5,057	$5,385,199
2	PCAR	Paccar Inc	8,711	$1,046,365
3	DE	Deere & Co	355	$225,187

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,385,199	5,057	+174.2%	Shares	Sole	2026-07-24
2026-03-31	$1,306,400	1,844	-0.3%	Shares	Sole	2026-04-22
2025-12-31	$1,059,236	1,849	+34.7%	Shares	Sole	2026-01-29
2025-09-30	$655,126	1,373	+6.3%	Shares	Sole	2025-11-05
2025-06-30	$501,567	1,292	-15.5%	Shares	Sole	2025-07-08
2025-03-31	$504,264	1,529	+3.7%	Shares	Sole	2025-04-16
2024-12-31	$535,071	1,475	+4.2%	Shares	Sole	2025-01-14
2024-09-30	$553,434	1,415	-31.6%	Shares	Sole	2024-10-21
2024-06-30	$688,850	2,068	-12.1%	Shares	Sole	2024-07-23
2024-03-31	$861,843	2,352	+0.9%	Shares	Sole	2024-04-15
2023-12-31	$688,911	2,330	-2.1%	Shares	Sole	2024-02-06
2023-09-30	$649,740	2,380	+0.5%	Shares	Sole	2023-10-23
2023-06-30	$582,892	2,369	-0.8%	Shares	Sole	2023-07-21
2023-03-31	$546,241	2,387	+9.0%	Shares	Sole	2023-04-11
2022-12-31	$524,396	2,189	+0.0%	Shares	Sole	2023-02-15
2022-09-30	$359,007	2,188	+29.8%	Shares	Sole	2022-11-08
2022-06-30	$301,389	1,686	-5.3%	Shares	Sole	2022-08-02
2022-03-31	$396,842	1,781	+26.1%	Shares	Sole	2022-05-13
2021-12-31	$291,916	1,412	-15.8%	Shares	Sole	2022-02-02
2021-09-30	$321,741	1,676	+0.1%	Shares	Sole	2021-10-18
2021-06-30	$364,312	1,674	+3.7%	Shares	Sole	2021-08-16
2021-03-31	$374,238	1,614	+19.6%	Shares	Sole	2021-05-13
2020-12-31	$245,544	1,349	-10.4%	Shares	Sole	2021-02-26
2020-09-30	$224,470	1,505	+331.2%	Shares	Sole	2020-11-13
2020-06-30	$44,148	349	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.