Position in CAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,474,886
+$509,964 QoQ
Shares Held
1,385
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#2,161
of 4,046 holders
Holding Since
Sep 2020
13 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, 2026Planned Solutions, Inc. holds $1,687,258 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,385 | $1,474,886 | |
| 2 | PCAR |
Paccar Inc
|
1,768 | $212,372 |
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,886 | 1,385 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $964,922 | 1,362 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $925,185 | 1,615 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $448,521 | 940 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $250,007 | 644 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $218,657 | 663 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $240,509 | 663 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $257,748 | 659 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $219,512 | 659 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $241,477 | 659 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $168,827 | 571 | Shares | Sole | 2024-01-18 | |
| 2020-12-31 | $91,010 | 500 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $74,575 | 500 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||