Position in CAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,021,927
-$967,197 QoQ
Shares Held
5,677
-34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026NewEdge Wealth, LLC holds $14,237,683 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (28.2% of the industry book) .
All Filings in CAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,021,927 | 5,677 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,989,124 | 8,709 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,790,373 | 5,848 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,166,988 | 5,582 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,021,014 | 6,128 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,326,017 | 6,412 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,997,449 | 5,107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $394,390 | 1,184 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $981,665 | 2,679 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $376,092 | 1,272 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $423,423 | 1,551 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $392,203 | 1,594 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $375,984 | 1,643 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,808,841 | 11,725 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,910,219 | 11,642 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,549,670 | 8,669 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||