Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$502,632
-$31,546 QoQ
Shares Held
472
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,086
of 4,031 holders
Holding Since
Dec 2020
11 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, 2026Destiny Wealth Partners, LLC holds $744,311 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
472 | $502,632 | |
| 2 | DE |
Deere & Co
|
381 | $241,679 |
All Filings in CAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,632 | 472 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $534,178 | 754 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $431,943 | 754 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $359,771 | 754 | Shares | Sole | 2025-10-06 | |
| 2022-12-31 | $7,905 | 33 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,414 | 33 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,899 | 33 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $41,348 | 200 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $38,394 | 200 | Shares | Sole | 2021-10-28 | |
| 2021-03-31 | $46,374 | 200 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $36,404 | 200 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||