Position in CAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,259
+$2,843 QoQ
Shares Held
4
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,011
of 4,031 holders
Holding Since
Mar 2026
2 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, 2026Dynamic Wealth Strategies, LLC holds $22,036 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
|
148 | $17,777 | |
| 2 | CAT |
Caterpillar Inc
This page
|
4 | $4,259 |
All Filings in CAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,259 | 4 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,416 | 2 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||