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FWL INVESTMENT MANAGEMENT, LLC

Position in CAT — Caterpillar Inc

CIK 1829231 Dallas, TX

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$104,360
New position
Shares Held
98
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,898
of 4,031 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

FWL INVESTMENT MANAGEMENT, LLC holds $114,204 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (91.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
98 $104,360

All Filings in CAT

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $104,360 98