Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$224,693
+$76,625 QoQ
Shares Held
211
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,754
of 4,031 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026High Note Wealth, LLC holds $355,510 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (63.2% of the industry book) .
All Filings in CAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,693 | 211 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $148,068 | 209 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $114,001 | 199 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $78,252 | 164 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $62,890 | 162 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $54,087 | 164 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $59,492 | 164 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||