Position in CAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,077,619
+$696,122 QoQ
Shares Held
1,951
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#1,854
of 4,031 holders
Holding Since
Sep 2020
24 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, 2026Horst & Graben Wealth Management LLC holds $2,435,336 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,951 | $2,077,619 | |
| 2 | PCAR |
Paccar Inc
|
2,978 | $357,717 |
All Filings in CAT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,077,619 | 1,951 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,381,497 | 1,950 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,100,483 | 1,921 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $914,696 | 1,917 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $750,798 | 1,934 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $640,471 | 1,942 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $697,950 | 1,924 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $732,958 | 1,874 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $622,897 | 1,870 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $683,758 | 1,866 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $550,537 | 1,862 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $506,688 | 1,856 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $455,438 | 1,851 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $421,294 | 1,841 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $438,873 | 1,832 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $299,117 | 1,823 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $323,913 | 1,812 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $401,521 | 1,802 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $370,478 | 1,792 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $342,090 | 1,782 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $386,293 | 1,775 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $410,409 | 1,770 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $320,901 | 1,763 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $261,907 | 1,756 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||