44 WEALTH MANAGEMENT LLC

Position in CAT — Caterpillar Inc

CIK 1831187 EUGENE, OR

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,953,026

+$1,009,358 QoQ

Shares Held

1,834

+37.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,919

of 4,031 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $3,431,626 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,834	$1,953,026
2	PCAR	Paccar Inc	7,789	$935,614
3	DE	Deere & Co	856	$542,986

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,953,026	1,834	+37.7%	Shares	Sole	2026-08-14
2026-03-31	$943,668	1,332	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$765,927	1,337	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$651,786	1,366	-77.2%	Shares	Sole	2025-11-14
2025-06-30	$2,326,542	5,993	-5.7%	Shares	Sole	2025-08-15
2025-03-31	$2,096,538	6,357	-2.3%	Shares	Sole	2025-04-29
2024-12-31	$2,360,842	6,508	-7.5%	Shares	Sole	2025-02-03
2024-09-30	$2,751,138	7,034	-25.9%	Shares	Sole	2024-10-25
2023-06-30	$2,336,982	9,498	+177.1%	Shares	Sole	2023-07-18
2023-03-31	$784,463	3,428	+1.9%	Shares	Sole	2023-04-20
2022-12-31	$805,879	3,364	-4.4%	Shares	Sole	2023-01-20
2022-09-30	$577,561	3,520	+2.5%	Shares	Sole	2022-10-12
2022-06-30	$613,861	3,434	-10.6%	Shares	Sole	2022-07-22
2022-03-31	$856,297	3,843	+1.0%	Shares	Sole	2022-04-18
2021-12-31	$786,645	3,805	-2.4%	Shares	Sole	2022-01-13
2021-09-30	$748,107	3,897	+34.4%	Shares	Sole	2021-10-20
2021-06-30	$631,127	2,900	+56.8%	Shares	Sole	2021-07-19
2021-03-31	$428,959	1,850	-11.4%	Shares	Sole	2021-05-18
2020-12-31	$380,239	2,089	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.