Position in CAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$232,148
+$62,827 QoQ
Shares Held
218
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,729
of 4,031 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $299,877 across 5 Farm & Heavy Construction Machinery names. CAT ranks #1 (77.4% of the industry book) .
All Filings in CAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,148 | 218 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $169,321 | 239 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $132,905 | 232 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $128,353 | 269 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $90,841 | 234 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $77,173 | 234 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $69,287 | 191 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $74,703 | 191 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $63,622 | 191 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $68,522 | 187 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $55,290 | 187 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $49,686 | 182 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $44,781 | 182 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $41,648 | 182 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $45,276 | 189 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,831 | 194 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $32,534 | 182 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $40,553 | 182 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $37,626 | 182 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $34,938 | 182 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $42,220 | 194 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $42,200 | 182 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $33,127 | 182 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||