Spire Wealth Management

Position in CAT — Caterpillar Inc

CIK 1858740 MCLEAN, VA

Position in CAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$23,243,571

+$7,869,282 QoQ

Shares Held

21,827

+0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#516

of 4,031 holders

Holding Since

Mar 2021

22 quarters on record

Industrials · as of Jun 30, 2026

Spire Wealth Management holds $24,396,493 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (95.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	21,827	$23,243,571
2	DE	Deere & Co	1,385	$878,547
3	FSS	Federal Signal Corp /De/	1,567	$201,343
4	BLBD	Blue Bird Corp	480	$37,900
5	PCAR	Paccar Inc	228	$27,387
6	TEX	Terex Corp	107	$7,745

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,243,571	21,827	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$15,374,289	21,701	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$12,445,600	21,725	+68.6%	Shares	Sole	2026-01-14
2025-09-30	$6,149,509	12,888	+20.1%	Shares	Sole	2025-10-23
2025-06-30	$4,165,493	10,730	-28.1%	Shares	Sole	2025-08-04
2025-03-31	$4,919,296	14,916	+15.5%	Shares	Sole	2025-04-23
2024-12-31	$4,685,770	12,917	-20.2%	Shares	Sole	2025-01-24
2024-09-30	$6,327,539	16,178	+38.3%	Shares	Sole	2024-10-15
2024-06-30	$3,895,271	11,694	-16.4%	Shares	Sole	2024-07-31
2024-03-31	$5,122,691	13,980	+1.9%	Shares	Sole	2024-04-24
2023-12-31	$4,056,888	13,721	+8.4%	Shares	Sole	2024-02-06
2023-09-30	$3,454,269	12,653	+17.6%	Shares	Sole	2023-11-08
2023-06-30	$2,648,236	10,763	-4.8%	Shares	Sole	2023-08-09
2023-03-31	$2,588,409	11,311	+27.5%	Shares	Sole	2023-05-09
2022-12-31	$2,124,657	8,869	-3.1%	Shares	Sole	2023-02-03
2022-09-30	$1,502,316	9,156	-24.6%	Shares	Sole	2022-11-07
2022-06-30	$2,172,112	12,151	-20.9%	Shares	Sole	2022-07-22
2022-03-31	$3,421,178	15,354	-18.9%	Shares	Sole	2022-04-18
2021-12-31	$3,914,828	18,936	-5.3%	Shares	Sole	2022-01-14
2021-09-30	$3,840,167	20,004	-73.0%	Shares	Sole	2021-10-22
2021-06-30	$16,141,399	74,169	+2.1%	Shares	Sole	2021-07-26
2021-03-31	$16,851,847	72,678	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.