SHP Wealth Management

Position in CAT — Caterpillar Inc

CIK 1807060 PLYMOUTH, MA

Position in CAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,367,272

+$859,670 QoQ

Shares Held

2,223

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,745

of 4,045 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SHP Wealth Management holds $2,455,388 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	2,223	$2,367,272
2	DE	Deere & Co	126	$79,925
3	PCAR	Paccar Inc	57	$6,846
4	AGCO	Agco Corp /De	7	$837
5	CNH	CNH Industrial N.V.	26	$291
6	TEX	Terex Corp	3	$217

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,367,272	2,223	+4.5%	Shares	Sole	2026-08-11
2026-03-31	$1,507,602	2,128	-4.8%	Shares	Sole	2026-05-08
2025-12-31	$1,280,364	2,235	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.