Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,529,137
+$636,841 QoQ
Shares Held
2,375
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,695
of 4,031 holders
Holding Since
Dec 2022
13 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, 2026Rothschild Wealth LLC holds $2,929,426 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.3% of the industry book) .
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,529,137 | 2,375 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,892,296 | 2,671 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,620,076 | 2,828 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,237,249 | 2,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $986,053 | 2,540 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $827,468 | 2,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $826,730 | 2,279 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,138,159 | 2,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $958,328 | 2,877 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,024,538 | 2,796 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $666,795 | 2,710 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $626,792 | 2,739 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $255,850 | 1,068 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||