Position in CAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,837,958
+$983,210 QoQ
Shares Held
2,665
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,608
of 4,031 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $4,075,676 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.6% 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 | $2,837,958 | 2,665 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,854,748 | 2,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,474,567 | 2,574 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,213,392 | 2,543 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,057,484 | 2,724 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $903,322 | 2,739 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $978,000 | 2,696 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $969,195 | 2,478 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $778,787 | 2,338 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $584,089 | 1,594 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $460,949 | 1,559 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $513,786 | 1,882 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $380,393 | 1,546 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $392,918 | 1,717 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $402,460 | 1,680 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $274,341 | 1,672 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,564 | 1,480 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $323,534 | 1,452 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $319,826 | 1,547 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $333,643 | 1,738 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $373,453 | 1,716 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $331,805 | 1,431 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $253,007 | 1,390 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||