Position in CAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,790,096
+$555,959 QoQ
Shares Held
1,681
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,996
of 4,031 holders
Holding Since
Jun 2023
13 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, 2026Opal Wealth Advisors, LLC holds $1,790,096 across 1 Farm & Heavy Construction Machinery name. CAT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
1,681 | $1,790,096 |
All Filings in CAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,096 | 1,681 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,234,137 | 1,742 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,008,251 | 1,760 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $837,398 | 1,755 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $731,775 | 1,885 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $562,309 | 1,705 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $642,447 | 1,771 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $647,694 | 1,656 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $566,270 | 1,700 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $780,495 | 2,130 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $736,218 | 2,490 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $671,853 | 2,461 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $580,431 | 2,359 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||